Quiet on the thread today Rocky. Uncle is off fishing so there is no one to rally the troops.
I agree with your assessment. Regardless of Rambus stock price I can't take my eyes off Intel. Remember, this is a company which,supposedly, is facing the greatest challenge since its Pentium PR debacle (which turned out to be nothing). It is faced with a competitor with a high-end processor which will not only take market share away, but erode pricing and margins in its most profitable market segment. It faces a chipset assault from a well-financed Taiwan company touting a technology which Intel does not favor but which is desired by OEMs and fab plants. Intel's favored technology (Rambus) is beset by cost, production, heat, latency, marketing and dandruff problems. Wow. I better short this Intel puppy right now!
Yet, Intel is at an all time high, and has weathered the tech selloff very, very well. Now, I am a firm believer that there are no coincidences in the financial markets. Somebody knows something and is expressing that belief by buying the stock. If Intel/Rambus was really as weak a partnership (virtually failed to hear some tell it) Intel would not be at 79 bucks a share, up 33% in a few months. The real world does not work that way. Something is brewing and, probably, we will hear about it in two weeks.
Thoughts anyone? |
