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

To: mishedlo who wrote (49833)	8/15/2000 12:32:12 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Well, you can't go broke making a profit. I think the stock has a ways to run though considering that the IDF is next week. We can expect a lot of the uncertainty about the Itanium and P4 to be reduced next week. The statement by IR about SDRAM versus RDRAM next year was IMO very significant. With the price differential between RDRAM and SDRAM minimized who would chose a lower performance machine? Only BILOW and Scumbria for religious reasons. By the way, I do not think we will retrace to the max pain point this month if it at 60 as you say.