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

To: Jdaasoc who wrote (73994)	5/31/2001 6:21:17 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 93625

LOL! I should start watching that show. So what is your take on what Novellus said? They basically said that they'll meet the estimates because they had some copper and Low-k wins but otherwise they don't see a recovery in the second half. They mentioned that just yesterday they had a cancelation for 300mm orders. So what does everyone expect for the industry going forward. I think this is important to Rambus because ultimately their $ is going to come from new goods. ST