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

To: Barry Grossman who wrote (38764)	3/23/2000 12:28:00 AM
From: Barry Grossman	Respond to of 93625

The Night Watch By Eric Gillin Staff Reporter 3/22/00 8:51 PM ET thestreet.com Rambus (RMBS:Nasdaq) Still Rambunctious! Like a trucker on a Waffle House stool after a three-day cross-country marathon haul, investors were still hungry for the chipmaker, taking it any way they could. Scattered, smashed, splattered -- it simply didn't matter. It was last up 11 to 361 on 37,000 shares on Island after gaining 83 25/32, or 31.4%, to 350 3/8 during the day. Today's day-session vault came courtesy of Morgan Stanley Dean Witter analyst Mark Edelstone, who set a new Rambus price target of $500. Rambus' bread and butter is speeding up memory chips so they can stay apace with microprocessors. These faster chip designs are licensed out and the company takes royalties in. Edelstone made comments that were bullish about that Rambus business model. "They will probably end up becoming one of the highest profit margins ever enjoyed by a semicondcutor-based company," he wrote. --------------------------------------------------------------------------------

To: Barry Grossman who wrote (38764)	3/23/2000 11:37:00 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Barry, Heeeeeeeeeeers Marcy's take. Ya gotta love Bubbles. The stock is hotter than the dickens, more and more manufacturers are coming on line, more systems are being introduced, and she's still slamming it. Parroting the FUD lines like a good little soldier. Doesn't it occur to her that today's high-end systems are tomorrow's mid-range systems and next week's low-end systems? Doesn't she even check her facts to see that RDRAM is not 750% higher than SDRAM any longer? Doesn't she even read her own writing (38M high end machines per year and the low end only adds another 6.8M based on Intel chips!!???)? Bubbles. bp named her appropriately.