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

To: Pat Hughes who wrote (42542)	5/19/2000 11:21:00 AM
From: Scumbria	Respond to of 93625

Pat, I think this is what Carl has been trying to tell us. Scumbria

To: Pat Hughes who wrote (42542)	5/19/2000 11:21:00 AM
From: pompsander	Read Replies (1) \| Respond to of 93625

Well, it seems we are back in the same foggy regions we were in last summer and fall. Lots of speculation and conflicting stories...Tough to get your feet on solid ground. From all the news on shortages and new product rollouts and capacity constraints I guess my advice is......buy AMAT.

To: Pat Hughes who wrote (42542)	5/19/2000 11:22:00 AM
From: Joe Donato	Respond to of 93625

I'd like to know where Intel's "A" team is? Would they put them on the RDRAM chipset or the SDRAM one?? What do you do if you have to pick one or the other - given the market conditions and competitive pressures.

To: Pat Hughes who wrote (42542)	5/19/2000 11:27:00 AM
From: Mihaela	Respond to of 93625

We need to lower our bids to Zeev's number now.

To: Pat Hughes who wrote (42542)	5/19/2000 12:59:00 PM
From: jim kelley	Respond to of 93625

RE: IBD has an article on double ordering of components You can expect to hear a lot of FUD coming so soon after the DDR meeting this week. This is a propaganda war as well as a competition for available production resources. This issue could shift suddenly in RAMBUS' favor as it looks like the SDRAM companies are getting a lot of "double ordering." Double ordering leads to cancellations that leave the memory companies holding the inventory. There is a writeup on this in IBD today. :)