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

To: REH who wrote (4269)	5/22/1998 8:54:00 AM
From: Sawtooth	Read Replies (2) \| Respond to of 93625

reh: <<I have a hunch, and if its right we should se a nice move up today. If that happens I'll explain my hunch.>> Just out of curiosity, would you be willing to explain your hunch sooner? Might make for a more interesting day. TIA. ...Tim

To: REH who wrote (4269)	5/22/1998 12:53:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 93625

REH, I hope your hunch kicks in sometime soon, because we are going down. I picked up some more shares @ 39 3/8, though. What is causing this tech sell-off? Anyone know?

To: REH who wrote (4269)	5/26/1998 1:31:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

REH, You never explained your hunch? I do not ask this to show that your hunch did not pan out, I ask ONLY to find from you what type of news is going to move RMBS. I am inclined to believe that you thought the 5/25 news on a new licensee would move RMBS. Again, not trying to say you were wrong or right, just trying to get a feel for what you think will move RMBS. I am surprised at the steep drop since earnings. RMBS also stated at H&Q conference that they see margins doubling. Good News, but yet, the drop. Does someone know something we don't? Perhaps the market is worried about SDRAM technology even though IIMU that this is a temporary fix until DRAM makers move to RDRAM. MileHigh