RAMBUS (Nasdaq: RMBS) - THE EAGLE Message Board

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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE

RMBS 92.63

-1.5%

1:35 PM EST

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To: richard surckla who wrote (294)	12/9/1999 10:11:00 AM
From: Zeev Hed	Read Replies (2) of 2039

Richard, I think that the release should be construed as "good news" for a number of reason. First it focuses the markets attention on future products (and from the I-net mania, we know what that does to stocks). That compensates for the delays in executing the PC "road map" and even gives RMBS a slight I-net flavor. Of course, models will now be adjusted for "vapor ware", but that might give us the impetus necessary to get back to new highs in the next few weeks. The market will tell us soon enough if it is a "Charlie Brown" move (thewre is no problem so big, you can't run away from...) or the real McCoy. But for now, it might create enough of a short squeeze, IMHO. I used the small retreat to under $72 to jump back in (at $72, it was running quite fast). Zeev

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