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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-11.1%Dec 12 9:30 AM EST
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To: multicollinearity who wrote (72926)5/15/2001 3:42:29 PM
From: Bilow   of 93625
 
Hi multicollinearity; Re: "At this point in time, I believe that pretty much everybody on this thread is posting only what they truly believe to be an accurate description of current conditions."

If I remember correctly, I've called the longs "morons" a lot more times than I've called them "liars", so the above statement is not much of a change in my outlook.

The basic problem with this stock is that the success of Rambus and RDRAM are extraordinarily complex issues that are subject to easy simplifications. It's not possible for mom and pop to understand the complex issues that design engineers use to decide on what memory technology to support. Similar for the complex relationships between the memory makers and their "hype" press releases.

At this time, people who are inclined to believe Rambus management about the eventual success of RDRAM should think carefully on what Rambus management said about the strength of their patent position in SDRAM. Just like the "next mainstream memory" issue, and the "best technological solution" issue, Rambus gave a very one sided, simplified and incorrect analysis of their patent position.

The investors paid the price.

-- Carl

P.S. What is this, another close a few pennies over a new 2-year low? Surely this will stop soon. But the stock is now within a buck of single digits, and still is showing charting signs of massive institutional selling (i.e. the "stair step" formation).
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