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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: Alan Hume who wrote (1317)	3/3/2000 2:28:00 PM
From: Jdaasoc	Respond to of 2039

Alan: I am curious what is next multiple of 20 do we visit 260 or 300. We are definite in the middle of trading range. With the NDX puffy and RMBS finished a big run I would have to bet 260 first. john

To: Alan Hume who wrote (1317)	3/3/2000 5:54:00 PM
From: Estephen	Read Replies (2) \| Respond to of 2039

Micron is rambus's greatest detractor. Actually, I should say steve appleton, ceo, is rambus's greatest detractor. Because of him micron is seriously behind all other major competitor in the rambus market. Micron predicting 25% rambus market share in 2002 is a major defeat for appleton, who previously said it would be a niche product. He failed to fore see and prepare for the market trend. Asian companies are reaping the cream prices right now for Rdram and micron gets nothing. Micron will have to enter the market at much more competive prices. Samsung and dataquest are predicting around 16% rambus this year and 50% next year.