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

To: Zeev Hed who wrote (13490)	1/14/1999 9:40:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 93625

I will ease up. But I stand behind my statement that AMD's problem is not oversupply. It is underproduction and competition from INTC. So perhaps you are not uninformed, but we certainly disagree.

To: Zeev Hed who wrote (13490)	1/14/1999 10:02:00 PM
From: KM	Respond to of 93625

Zeev: I find your commentary well reasoned and valuable. Please stick around.

To: Zeev Hed who wrote (13490)	1/14/1999 11:25:00 PM
From: Pete Jackson	Read Replies (2) \| Respond to of 93625

Comments I heard from an analyst today regarding RMBS. RMBS made similar comments regarding earnings last year at this time. Seasonally, this quarter represents earnings on royalties from Nintendo whose products sell at Christmas. Nintendo's sales have not met expectations because Sony's Playstation offers much more,especially in number of games available. RMBS capabilities have been proven by use in Nintendo's products. The timetable for ramping RMBS DRAM has always been 3rd/4th quarter of this year. ***RMBS share price has risen on speculation and poor analysis. . . BOTTOM LINE: the company and product are doing what they have said all along. . . the market has blown it!