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

To: Don Green who wrote (8567)	10/14/1998 9:05:00 PM
From: REH	Read Replies (1) \| Respond to of 93625

I've talked to both Smith B and ML and there's some pressure from some of their brokers to follow this stock as they do have a number of clients that are rambus shareholders. Biggest problem I see is that even MS thinks Rambus is a semi-conductor co - which it is not. I am sure more houses will start to rate Rambus now that the story has become very complete and it is showing up on the radar screen more often. Best thing we can do is to ask our brokers. Mile: H&Q has said that they will revisit 2000 estimates after this last Q was reported, they also said it in their last communication after the AMD licence became official. The Cyrix news I think was a slip of the tongue - it is not yet official they have signed a licence. Rambus also presented at the conference yesterday which is bound to generate some press. Friday could also bring some Rambus mention. reh/long