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To: Bill Harmond who wrote (50672)4/15/1999 5:38:00 PM
From: Sonny Blue  Respond to of 164684
 
MERQ reports great earning, too. SEBL should rock tomorrow. You picked its bottom this time.

Did you get any UNPH today? They were on sale!



To: Bill Harmond who wrote (50672)4/15/1999 5:42:00 PM
From: KeepItSimple  Read Replies (2) | Respond to of 164684
 
>I may miss Rambus after this,

Are you getting out of Rambus? Almost all the major mem manufacturers are sampling their own 133 mhz sdrams, gearing for production in 4th quarter.

The ram business is ultra-low-margin and the japanese memory giants arent going to pay rambus a 30 percent royalty on a product they can design in their factories for zilch.

Rambus is toast. The only thing left is for Intel to eat the 1 billion investment they made in rmbs, and the GAME OVER sign will appear.

After that, the only revenue they'll have left is selling 8 meg ram chips to Nintendo for 7 bucks. :)



To: Bill Harmond who wrote (50672)4/15/1999 5:43:00 PM
From: 16yearcycle  Respond to of 164684
 
Well stated. It was tough and there may be some more to go, but you have to act automatically. I get the feeling we are now perfectly positioned for the big nets to have another run. And I was able to buy some monster non-nets at a 10-15% discount to 3 days ago.



To: Bill Harmond who wrote (50672)4/15/1999 7:37:00 PM
From: GST  Respond to of 164684
 
William, a little reversal in the yen is reassuring -- but not much else.