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

To: Zeev Hed who wrote (17812)	3/25/1999 2:38:00 PM
From: Alan Hume	Read Replies (1) \| Respond to of 93625

Hi Zeev, Nah, there is so much bottled up good news in RMBS (ask Uncle to get his beads out) which is being choked by the big IF & WHEN, that when these questions are answered mega hype will break out. During the past 6 trading sessions the P/E ratio got steadily better. Today's action has completely reversed the trend!! Alan

To: Zeev Hed who wrote (17812)	3/25/1999 2:45:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Not trying to sound negative here, but keep in mind that Rambus will first appear in the high-end PCs. With the continued advent of sub-$1000 (sub-$500, sub-$300, whatever) segment, I don't think Christmas selling is going to be a big driver of high-end system sales. Certainly not like in the past. The only thing holding us back is the "certainty" of a ship date. Once that happens, we'll explode because one of the few guarantees is that Rambus will come down the cost curve and appear in cheaper and cheaper machines over the next two years. But Christmas itself isn't going to do much for us. IMHO, Dave