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

To: Don Green who wrote (10920)12/2/1998 11:47:00 PM
From: Roads End  Read Replies (2) | Respond to of 93625
 
Don..Yes you did at least imply that world economics, world turmoil, and cancelled orders is at the heart of Boeing's problems. I'm not so sure that demand decreased so much as an over supply problem was created. How long can you keep filling up the Arizona desert before some idiot figures too many airplanes are being made?
As far as demand for RMBS slipping. We don't even know what demand is yet do we? So far what we have is expectations for the future.
Steve



To: Don Green who wrote (10920)12/2/1998 11:52:00 PM
From: MileHigh  Read Replies (2) | Respond to of 93625
 
Don,

Dig a bit deeper...Near monopoly!?

from the WSJ-

But while Boeing is cutting back, archrival Airbus Industrie, asserting that it has been relatively unaffected by the Asian crisis, vowed to maintain its planned 30% production increase to 290 aircraft next year. If Airbus continues the ramp up through 2000, it would climb closer to the 490 jetliners Boeing now expects to deliver that year.

Someone is getting the orders.....

MileHigh


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