Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 90.19

+2.8%

3:59 PM EST

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To: Richard Habib who wrote (30833)	9/27/1999 1:48:00 PM
From: IceShark	Read Replies (1) of 93625

Rich, I don't know about that. I went into a major put position last week before the drop, so I have a bit riding on this and it may cloud my perspective (and cause some to think I'm trying to talk this down more). But the primary reasons for me taking the position did not include the expectation that this delay would occur. Sure it was a possibility, but really akin to odds of pulling an inside straight in my decision process - not high. So, I am at least one market participant that questioned the story and associated valuation before the delay came. This delay only reinforces the valuation doubts I had in the first place. If I had a long position (or were thinking about one), I would be very upset the way this unfolded and would consider this a significant change, even if the introduction is only delayed a month or two. Sure I have a vested interest at this point, but people should be aware of what happens when trust is shaken, and I suspect that has occurred - a few analysts agree with me.

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