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

To: Zeev Hed who wrote (38811)	3/23/2000 3:36:00 PM
From: jim kelley	Respond to of 93625

RAMBUS is due to report earnings from the Christmas quarter soon. If these earnings are on track with projections that should boost the stock. In two more quarters time, the nay sayers will lose much of their bearish arguments as RAMBUS tracks projections. Perhaps it will even exceed projections. The relative markets and calendars of RDRAM and DDR is now clear. The market hates uncertainty- a fact used repeatedly to drive down RAMBUS stock price. The announcement of new wins would be helpful to the stock price as well as a confirmation of earnings projection for this quarter. Curiously, the choice of DDR for use in the X-box convinces me that the X-box is total vaporware. (DDR is for big servers not game boxes.) It shows how little thought went into MSFT's X-box product. :)