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

To: Zeev Hed who wrote (39968)	4/15/2000 1:36:00 PM
From: The Prophet	Read Replies (1) \| Respond to of 93625

Although I can't say where we will head on Monday or in the short term, the overwhelming market sentiment has become very pessimistic in the last week. This is classic evidence of a bottoming market. Just as many did not accept, when the market was topping, that valuations were out of whack with reasonable growth potential, so too are many not accepting that valuations now, in some instances, are becoming quite compelling. When the selloff occurred, people said, "You know, that stuff was way too high - it was obvious." When the selloff ends, and the first bounce solidifies, people will say, "Can you believe that _____ was trading at ______, and I didn't buy any?" They always do.

To: Zeev Hed who wrote (39968)	4/15/2000 1:45:00 PM
From: Scumbria	Read Replies (3) \| Respond to of 93625

Zeev, SDRAM started with about a 10% premium over EDO, and was able to become a standard. Coming from as far out as it is, I don't see how DRDRAM ever gets critical mass to catch up. From an engineering point of view, the manufacturing issues associated with the high speed bus will always cause yield problems. DRDRAM chips require much faster transistors than DDR, and will always get lower yields. I believe that I got the 80% from Ten, but I may be wrong. Scumbria