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

To: Zeev Hed who wrote (15154)	2/5/1999 4:55:00 PM
From: Timothy Liu	Read Replies (1) \| Respond to of 93625

Zeev, I think the stagnation of RMBS price is due to the uncertainty of Intel chipset schedule. Once that is resolved, the analysts can count beans and the price will go up. My thinking is, Intel's announcement of Camino, does not matter whether it is on time or delayed, will be the turning point of RMBS stock price. Buy on the news :). Tim My 0.02$

To: Zeev Hed who wrote (15154)	2/5/1999 4:57:00 PM
From: REH	Read Replies (2) \| Respond to of 93625

A few thousand shares after hours from 75 1/2 to 76 Always the optimist I think the gap has been filled and very strong support shown at 72-73. Nasdaq might still correct but I doubt Rambus will see the 60's pre-split. The story is just to strong and many smart heads must be wondering where the millions of modules being produced are going. We only need the 600MHZ version of Camino (820) to be able to start using Rambus in an Intel powered PC. We might not need Camino for Rambus to be used in a SUN, Compaq, DTV.......... I've got a good gut feeling something very positive is in the pipeline and am convinced some new large licencees have signed but not been announced. reh/long