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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Mihaela who wrote (37539)	2/25/2000 11:18:00 PM
From: Doug M.	Respond to of 93625

Mihaela, thanks a lot. Doug

To: Mihaela who wrote (37539)	2/27/2000 2:43:00 PM
From: Barry Grossman	Respond to of 93625

cbs.marketwatch.com Robbie Stephens kicks off tech confab By Janet Haney, Brenon Daly and Cecily Fraser CBS MarketWatch Last Update: 11:23 AM ET Feb 27, 2000 SAN FRANCISCO (CBS.MW) -- Robertson Stephens is set to kick off its 17th annual technology conference Monday, giving institutional investors a crack at an inside view of more than 300 public and private companies. After a week marked by wild price swings in the Nasdaq Composite, tech shares are likely to continue hopping as heavyweights -- including Cisco Systems (CSCO: news, msgs), Sun Microsystems (SUNW: news, msgs) and International Business Machines (IBM: news, msgs) -- present their stories to investors. America Online (AOL: news, msgs) President and Chief Operating Officer Bob Pittman was expected to speak Monday at a luncheon, yet the schedule has been changed and Ted Leonsis, head of AOL's interactive properties group, is presenting instead. AOL has been back in the spotlight recently after two brokerage houses encouraged investors to bid up the shares earlier this week amid optimism for its proposed merger with Time Warner (TWX: news, msgs). AOL stock lost about one-quarter of its value in the wake of the merger announcement last month. Among other Internet companies scheduled to appear at the conference in San Francisco are Internet holding company CMGI (CMGI: news, msgs); business to business firm Commerce One (CMRC: news, msgs); online auctioneer EBay (EBAY: news, msgs) and retail giant Amazon.com (AMZN: news, msgs). The conference will also give several companies the opportunity to pitch recent developments. Gateway (GTW: news, msgs) and Dell (DELL: news, msgs) both announced "beyond the box" initiatives this week, and investors may be looking for some clarification on that subject. Newbridge Networks (NN: news, msgs) will be making its first public appearance since Alcatel announced plans to acquire the telecom equipment maker. Semiconductor companies also are likely to add more punch to the conference amid Wall Street's exuberance for strong growth prospects out of the sector. Mountain View, Calif.-based Rambus (RMBS: news, msgs) -- a high-flyer as of late -- is likely to provide more insight into its business relationship with Intel (INTC: news, msgs). "The outperfomers in the chip sector are specifically related to telecommunications, networking and optical networking," said Richard Woo, an analyst at Thomson Kernaghan & Co. "From mid-1990 to the next, let's say, 10 or 15 years, it's going to be the telecommunication revolution." Other chip companies on tap during the four-day conference include Applied Materials (AMAT: news, msgs); National Semiconductor [a: nsm] and Texas Instruments (TXN: news, msgs), among others. Look for dispatches from CBS MarketWatch's reporters at the conference on Monday. Renegade reports are straight from the mouths of company executives -- at investment conferences, in product announcements and in interviews.