Hi unclewest; So Dell buys it DRAM less than 3 days before a product launch? I would think that that would get them into trouble. They must not have enough time to let their solder cool down before they put the machines in boxes...
Ought to be an exciting day trading, given that a good portion of the bears are expecting an up move. Funny thing though, Zeev, who is usually bullish on RMBS, got out. I'm not sure what he saw, the chart doesn't look that bad to me. And he certainly didn't see the Intel suits coming out over the weekend.
By the way, I have no positions in either RMBS or any of the memory makers. I am, however, long AMD, and figure on holding until March or June of next year. But I do find the Rambus story fascinating.
By the way, are you going to call up some of the memory makers and ask for technical assistance choosing a memory type? Pretty easy to do, and I am sure that you will come back with some interesting stories. If you want me to give you a phone number, give me a PM, and I'll look one up for you. Even tell you what to ask...
-- Carl |
