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

To: Zeev Hed who wrote (13350)	1/14/1999 5:13:00 PM
From: Richard Ruscio	Read Replies (2) \| Respond to of 93625

Just heard on CNBCthat RMBS was trading at $80 after hours - now 76 !!

To: Zeev Hed who wrote (13350)	1/14/1999 5:26:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Zeev, I respectfully disagree (I only call BS on the BS'rs <gg>). RMBS is not fully ramped and is not a good indicator of the DRAM market or the semi market now- this all about the "lag" between when the royalties will be earned and accounted for. The next few qtrs will be weak before the royalties actually roll in...That's their point.. I also, see DRAM pricing firming, but the DRAM manu's will take care of that by ramping up again. You did make the call and I do not discount that. I just disagree on RMBS being and "indicator" of semi and DRAM market. MileHigh

To: Zeev Hed who wrote (13350)	1/14/1999 5:32:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

Zeev, >>Note AMD failure today<< Now that's not fair! Don't even THINK about using AMD as any type of semi conductor "indicator." They are supremely consistent in their ability to disappoint. All the press I've been reading has been pointing to chip shortages, not buildup. bp

To: Zeev Hed who wrote (13350)	1/14/1999 7:45:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 93625

Zeev, >>>I think we are starting to see inventory build up in the CPU channels<<< Au Contraire! Intel said in their conference call Tuesday that they are trying to build up inventory, they are so sold out. Also, 1999 is being heralded as the big turnaround year for semis and semi equips. AMD has underperformed for years, decades, they are no indicator. Tony

To: Zeev Hed who wrote (13350)	1/14/1999 9:56:00 PM
From: PAinvestor	Read Replies (1) \| Respond to of 93625

RMBS has nothing to do with the supply/demand dynamics of the DRAM industry which ultimately decide the profitability of the industry. Capex decisions made more than 12 months are impacting the industry right now and will have knock on effects for some time. There is a shortage of DRAM capacity out there which has nothing to do with RMBS quarterly earnings currently. RMBS quarterly earning do not reflect the health of the DRAM industry. Lumping them together just because they are related to the semiconductor industry is far too simplistic currently. By 2000 (when RDRAM production actually begins to have an impact), it could be a different story.