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

To: DownSouth who wrote (13487)	1/14/1999 9:37:00 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 93625

Down, your comment (and few of the other's) "don't bring your uniformed opinion about irrelevant subjects", could have been responded in as crude a manner, but I'll abstain. The fact is that in your religious zeal you are not reading the post correctly. What that post was intended to say, since you did not understand it, is that there is a definite possibility that we are on the verge of at least a mild retrenchment in the semi sector in general. Count the number of CPU made (and capacity available) and number of boxes planned and you will see that we might very well get into some oversupply. That has nothing to do with RMBS future prospects (but you are too blind to see that), but if such a retrenchment were to occur, RMBS' stock price will surely follow the rest of the industry. Just ease up. Zeev