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

To: Rosemary who wrote (14612)	1/29/1999 3:59:00 PM
From: jopawa	Read Replies (2) \| Respond to of 93625

I'd hate to see what happens if/when we get a NAZ correction. Nothing like closing on the low for the day when the NAZ is up 25 John

To: Rosemary who wrote (14612)	1/29/1999 4:12:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Our dog has fleas bad...Just can't seem to shake 'em MileHigh

To: Rosemary who wrote (14612)	1/29/1999 4:18:00 PM
From: MileHigh	Respond to of 93625

Just passed though the 100 day MA, next stop 200 day MA or 63.25 MileHigh

To: Rosemary who wrote (14612)	1/29/1999 4:26:00 PM
From: woodside	Read Replies (2) \| Respond to of 93625

A few more scoops while the rest of the SI delegation is still at lunch. They showed a lot of pie charts, bar graphs, pyramids which all looked extremely beautiful in the eye of this Rambus shareholder. CFO Harmon showed a simple diagram with just two curves: a flattish one for expenses, and one with slope about 45 deg. for revenues. We are now of course just to the right of the crossover point. In Q and A, when asked about the status of Camino chipset, Tate smiled and said he couldn't comment on that. (One gets the impression that things are going smoothly.) Regarding the time lag between announcement and shipping, he said that the last time Intel rolled out a new chipset, the news release was immediately followed by actual shipping. I'm sure you'll get more detailed notes from the others this afternoon. I did not expect much from this meeting, but I walked away feeling reassured and appreciative. -woodside