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

To: REH who wrote (12706)	1/9/1999 2:46:00 PM
From: Alan Hume	Respond to of 93625

Hi REH, That article you reproduced is well written,informative and SOBERING. This article, if 100% correct, leads me to believe that we RDRAM will certainly happen, but the amount of work needed to be done is still more than considerable. We on this thread have been convincing ourselves that RDRAM will be on the market in boxes in Q3 (read July 1st), and are kidding ourselves the program will be accelerated to Q2 The obstacles to be surmounted are quite explicitly described in this article. I imagine that limited introduction in late 99 will translate into downward earnings revisions for this year. UNCLE : this is another question for you to pose later this month This article could possibly caused the sell off yesterday Alan