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

To: DHB who wrote (17526)	3/21/1999 11:26:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Dan, That was my point earlier on the PIII. Not that it was a bad chip or that it had a flaw, etc.... I had just been reading that some IT managers were not impressed with its initial speed and were electing to wait for the RDRAM enabled chipsets before they upgrade their systems. If that is the case, then my theory of this fall being great for INTC, the boxmakers and RMBS might just come to pass. The next two steps in the RMBS ramp is, one, solve all the tech issues, two, prove that the RDRAM chipset delivers significant performance benefits in order to justify the higher price. I am not saying these won't happen, I hope they do, they just must happen IMO in order for the RDRAM ramp to accelerate quickly. Regards, MileHigh

To: DHB who wrote (17526)	3/21/1999 12:08:00 PM
From: Al Serrao	Respond to of 93625

Dan,you're right. The story has been beat to death. It has been covered from head to toe. I have read that piece at least 10 maybe 15 times in the past month. Strange isn't that this article would appear again and again at the same time the short interest has doubled. You can count on this article in its various forms reappearing until the shorts clear out. No, I'm not imagining things. It's just the way Wall Street works.