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

To: richard surckla who wrote (47876)	7/26/2000 11:17:36 AM
From: coachbobknight	Read Replies (2) \| Respond to of 93625

richard...ask around...thomson is used by institutions to disguise their true intentions... when they are selling they express fake buy interest with thomsons because they know that small retail guys fall for it... cheers, steve

To: richard surckla who wrote (47876)	7/26/2000 11:24:10 AM
From: richard surckla	Respond to of 93625

Morgan Stanley Reiterates Strong Buy @ $200 Target Mark Edelstone/(415) 576-2381 Company Update (7/26/2000 10:19) We view any weakness as a Buying Opportunity -We believe the key for Rambus remains its ability to license other memory and logic suppliers We expect more such announcements before the end of this year. As a result, we maintain our Strong Buy rating and would use any potential weakness to buy the stock. -We expect Intel to introduce a chipset to support its coming Pentium 4 processor next year But we believe that Intel (INTC, $138, Strong Buy, target $200) still views Rambus DRAMs as the best long-term memory solution for the PC market. -We believe DDR support is inevitable in the future. To make sure that Intel can drive its Pentium 4 processor into all segments of the PC market next year, we believe that the company is providing SDRAM support to ensure overall memory availability and price points that can meet needs of the low end market. -Investors may view Intel's decision to provide SDRAM support for Pentium 4 as negative for RMBS But we continue to believe that the rate of Rambus DRAM transition is no longer the central part of the RMBS investment thesis. The information and opinions in this report were prepared by Morgan Stanley & Co. Incorporated. (Voluntary Disclosure: Position- Long; ST Rating- Strong Buy; LT Rating- Strong Buy) Note: I found this on another thread. The poster said it was a fax copy and he had no link.