Looks like trpdmor from Yahoo thread has really turned long:
TO ALL: Long position on RMBS
by: trpdmor
25347 of 25350
With great news this past week and a target day of Oct 25th only 7 trading days away, in my view, RMBS
is ready to make a move to a new trading range. As you can see, recently we have been in a trading range
between 68-77+. Within the next few days I expect the stock to move to its new trading range of 78-89.
These are the reasons why I think the news are good for RMBS and why the stock will make the move very
soon.
- confirmation from Intel that Camino does not need a silicon change and will ship in Q4. The media is now
hinting that Oct 25th will be that day. Oct 25th, is also the day that I picked early on for Intel to make the
announcement given the significance of the Coppermine introduction. In my view, from the very beginning,
Intel should have introduced the 820 together with Coppermine as the two scream for one another and
creates a bigger marketing opportunity.
- confirmation that the dual channel Carmel 840 will also be released that day together with a high-end
motherboard. This is very good news coupled with the Coppermine introduction as it will create additional
interest to the architecture and performance that RMBS brings to the table
- Parts are available for 2 million RMBS based PCs to be sold this X-mas season. Dell has the capability to
do that, and given their extremly aggresive prices on RMBS PCs (only $50 higher than SDRAM systems),
they will go for it and dominate the X-Mas season with one of the hottest and speediest brand names to
dominate the marketing PC picture. With 700MHz and 800MHz memory speed compared to 100MHz
ones, and the way Dell did their marketing in their catalog in addition to their prices, I'm certain that given
availability, they will sell every single one they can make.
- Given the aggresive pricing from Dell, it is almost certain that the other PC powerhouses will have to
respond in kind. In addition we've seen RMBS motherboards ads from non-Intel manufacturers as well
which will go into production with the release of the chipsets. Because of the way revolutionary new
technology works (especially one at the right price and with the right marketing 800MHz vs. 100MHz), I
expect that the ramp up will turn into a feeding frenzy with RMBS PCs selling fast and well.
Because of the above reasons, I think we will move to the new 78-89 range very soon heading into Oct
25th. My suggestion will be to look for pull backs to cover your short positions and look for opportunities to
go long.
Good luck to all. |
