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

To: Joe Donato who wrote (42742)	5/22/2000 12:55:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 93625

Maybe this will help you see what is going on in the market. gatewayatwork.com Just a week ago, you could not find GTW with any RDRAM products. They would not put this on their website if they could not deliver in a matter of days. There is so much BS about RAMBUS that you need to be very careful about the news! Last week we had another bout of FUD from the anti-rambus coalition following the DDR summit. It is looking completely wrong this week. The big OEMS will not introduce product offering unless they have the supplies they need to deliver the products. JK :)

To: Joe Donato who wrote (42742)	5/22/2000 1:56:00 PM
From: richard surckla	Read Replies (2) \| Respond to of 93625

Joe, I have no idea on shipping volume. Like Jim, I agree that a company can't advertise for sale without delivering. Could it be that they are just testing the water? If the demand is there for RDRAM we will see the volume. Right now DELL claims they have more demand than product. I would think GATEWAY will experience the same. JMHO.