Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: Boplicity who wrote (30426)	9/24/1999 12:18:00 PM
From: RetiredNow	Read Replies (2) of 93625

Ok. Here's my take on this, as if anyone really cares. I just sold all my shares after being in Rambus for 2 years now. The reason I did this is not because I believe that Rambus will not eventually succeed, but because this is the first article that changes the story. Up until now, it was pretty easy to read between the FUD lines. This article tells us that Rambus will be delayed, possibly by months. Months could be all the competition needs to unseat this white horse. And no, I don't believe that this is carefully placed last minute FUD. This is a real problem that has been hushed up until the last minute, because Intel and Rambus were hoping that they could solve it in time. At any rate, even if I am wrong, the cloudy picture just has ratcheted the risk on this stock up more than 100%. I am pretty sure that I will be able to pick up my shares again at $60 or below. Today's action is only the beginning, coming as it does in a market climate that is unstable at best. Good luck everyone with whatever you do. I will be back in again when the sky is clear.

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