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

To: REH who wrote (14503)	1/28/1999 3:45:00 PM
From: MulhollandDrive	Respond to of 93625

REH, I don't think you're the "only" RMBS bull here at all. I just think we have to be realistic about the impact of the the flat earnings warning. It will have a lingering effect and it won't be positive short term. The upward momentum has been broken and it's back in "trading mode". Now how long that will last, is anyone's guess. bp

To: REH who wrote (14503)	1/28/1999 4:04:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Ax, Yes I was! I was ignorant <gg>. I was not as aware of all the issues as I am now ...Still learning though.. MileHigh

To: REH who wrote (14503)	1/28/1999 4:07:00 PM
From: jmanvegas	Read Replies (3) \| Respond to of 93625

Weak close, never traded over 80 for the last 2 hours - disappointing - looks like more weakness ahead, more longs have to get flushed out. jmanvegas

To: REH who wrote (14503)	1/28/1999 5:32:00 PM
From: Kenny	Read Replies (1) \| Respond to of 93625

REH, With the press releases of late, I can't imagine anything terrible coming out of tomorrow's shareholders' meeting---although I'm trying to think of something. Comments by Samsung that they plan "to launch mass production of Rambus DRAMs starting from the end of January" and that "the ratio of Rambus DRAMs in the domestic DRAM market will reach 30 percent this year" are weighing heavy on my decision-making. If true, one doesn't get to 30 percent of the market in a few months. Rambus's crescendo has to begin soon. In my view, all it will take is somebody from management, the financial press, or the analyst community to merely describe what is happening. And, I have to admit painfully to everybody that I haven't sold a share. Kenny

To: REH who wrote (14503)	1/28/1999 6:13:00 PM
From: REH	Read Replies (1) \| Respond to of 93625

ISI, founded in 1998, licenses semiconductor intellectual property to semiconductor manufacturers. The company's technology is incorporated in semiconductors used in electronic devices to improve bandwidth efficiency, resulting in higher performance, lower power consumption, lower "noise," and lower system and component costs. Austin Ventures and Rambus Inc. (Nasdaq:RMBS) participated in the company's first round of financing, completed in June 1998. The company can be reached by telephone at 512/502-0299, by fax at 512/502-9065, by E-mail at SIP@interactivesi.com, or via the World Wide Web at www.interactivesi.com. Rambus in embedded processors: that's other sources reh