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

To: Marc Schiler who wrote (2694)	12/29/1997 10:24:00 PM
From: froland	Respond to of 93625

The thread may be dead but the stock isn't. Lockup is over so there's no need to hype the issue. The shorts have moved on (at least temporarily) to greener pastures. Quarterlys aren't due out for a while and IA64 is still a year from a retailer near you. Nintendo-64 had a good Christmas. Hopefully the Creative Labs Graphics Blaster had a good one also. This is pure speculation but might the current Asian economic problems be to the benefit of RMBS? If capital is tight, might the least expensive, least risky alternative for the Asian chip makers be to fall in line with RMBS? They may not like having to pay royalties but wouldn't that be a lower risk decision than breaking with Intel and pushing a different unproven technology?? If the news we're hearing is anywhere near accurate, those unfortunate countries and probably their companies are in a crisis which isn't going to get better for some time. When you're in a crisis and your neck is on the line, don't you choose the option that has the lowest risk associated with surviving? Any thoughts out there on this? froland.