Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Don Green who wrote (35720)	12/9/1999 4:26:00 PM
From: Bilow	Read Replies (3) of 93625

Hi Don Green; INCA is selling this puppy off, and I don't know what it is that they know. Engineering wise, the story on RMBS is very very broken, but I wouldn't expect the institutions to be aware of this, anymore than the moms and pops who post on this thread. That the company is talking about branching out into other things than PC memory is an indication. The basic problem is that it is very hard to get outside of a niche memory market when you don't have the PC market. The PC market is where engineers go to pick parts that will be produced in volume (and therefore cheap and available). Guys only use specialty DRAM when they have very special needs, and Rambus is losing market (in terms of design wins) in that area to DDR. I would not think that any of this would be obvious to the institutional investors, much less mom and pop. But the price action and market maker action is very obvious. Institutional selling, retail buying. When the next institutional numbers come out, I will be shown to be correct in this, (at least for the last 4 weeks or so). Didn't hear from Zeev, but I would guess that he got out with a profit. He has stunningly fleet feet for a longer term trader. He must have some sort of direct connection to the market. The rest of us are stuck using T1 lines and computer monitors... -- Carl

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