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

To: unclewest who wrote (12700)	1/9/1999 2:22:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

re institutional ownership. my info as of jan.1 shows that 140+ institutions own 8.338 million shares or 36+ %. institutional ownership is up 2.831 million shares in the past 90 days. there was an sec filing yesterday to sell restricted shares. can't access the details yet.

To: unclewest who wrote (12700)	1/9/1999 10:59:00 AM
From: MileHigh	Read Replies (2) \| Respond to of 93625

uncle, Go to the news thread, I am inclined to say you are being to bullish. That's OK, you are the RMBS bull! <gg> Just be a bit more realistic. Gosh, you read some of those articles and you wonder if and when RDRAM and RIMM products will make it to market! I still need to digest them all but, remember, I was the one being cautious awhile ago on testing equipment and a more realistic ramp up.... MileHigh PS- I will admit, one article paints a rosy picture and the other makes you think RMBS will not go into volume production until '01.

To: unclewest who wrote (12700)	1/9/1999 2:05:00 PM
From: Alan Hume	Read Replies (1) \| Respond to of 93625

Uncle, "200 million not as planned. several months ago the forecast was for 90 million. then we started hearing 125-150 million with demand as high as 200+ million. now we see production at 200-250 million. " The projections made by RMBS themselves were 1999 5% of the DRAM market 2000 30% 2001 60% Question 1 How much is 5%? Question 2 When must it start selling (in highend?) boxes to achieve the 5% market share this year? Any of you statisticians have any answers? Alan