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

To: vc21 who wrote (53915)	9/18/2000 6:05:30 PM
From: Daniel Schuh	Respond to of 93625

Uh, have you checked the price of DRAM lately? The conventional kind, not the more money for less performance variant? Noticed any trends? Could that perhaps have a bit more to do with what's happened to MU stock lately than the legal strum and drang? Just a thought. A clip from a recent article, not that I'd want to inject "logic" and "facts" here: news.cnet.com Micron's Asian counterparts have been hit even harder. Samsung Electronic's stock has lost a quarter of its value in the last two weeks on concern some indicators of dynamic random access memory chip demand are turning negative. Hyundai Electronic Industries shares have fallen 27 percent in the same time period. Investors have been watching the spot price for the Industry--standard 64-megabit PC100 8X8 DRAM, an indicator of demand in the industry. After peaking at $8.96 per chip on June 31, the price has fallen to $8.35. While a limited amount of chips are sold on the spot market investors look to it as an indicator of which direction long-term contract prices are headed. Rambus friends and foes seem to be in the same boat here. Which I guess is just another argument that everybody should cave and give the scambus operation money for nothing, by local standards of logic.