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

To: Boplicity who wrote (12684)	1/8/1999 9:50:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Do you think today was just profit taking? It probably is good for the stock if it is so. MH

To: Boplicity who wrote (12684)	1/8/1999 9:51:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

PS- I admire your stock picking ability, looks like you made a killing this week.

To: Boplicity who wrote (12684)	1/10/1999 8:04:00 PM
From: MileHigh	Respond to of 93625

You are right about MU. Not only are DRAM prices firming, they seem to have leg up on the future, with RDRAMS. Greg, The more I think about this, the more inclined I am to believe that MU will reap significant profits from RDRAM production. We discussed this weekend some of the cap ex issues on infrastructure build out- Intel took care of it with the $500M capital infusion. This puts real pressure on the others to fall in line. If other DRAM manu's do not ramp up quickly, then Intel simply purchases most, if not all, of MU's RDRAM production..... Also, in the INTC/MU 13G Q&A section, INTC did not rule out providing capital for back-end testing equip. INTC saw this issue months ago, quite astute on their part! MileHigh