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

To: MulhollandDrive who wrote (13344)1/14/1999 5:12:00 PM
From: Zeev Hed  Read Replies (5) | Respond to of 93625
 
bp, I think that a combination of a retrenchment in the semi, with RMBS specific current situation in their own ramp up program might indeed bring it as low as I thought. Note, AMD's failure today, is not an isolated problem, I think we are starting to see inventory build up in the CPU channels, you think that the DRAM will be far behind (and I do not mean RDRAM)?

By the way, it is now trading already at $80.

Zeev


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