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

To: Bilow who wrote (41931)	5/11/2000 2:34:00 AM
From: Dave B	Read Replies (2) \| Respond to of 93625

Carl, Now it looks like 7 or 8% will be the correct number. What an odd statement. There's no such thing as a "correct" number when you're forecasting the future. There's only a "correct" number after a given future has become reality. We're not there yet. Also, since Micron has a vested interest in keeping their the RDRAM waters muddy (since they can't ship any if it is successful), the appropriate weighting factor for their forecast is pretty close to 0. Dave