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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST

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To: Dave B who wrote (36281)1/7/2000 1:48:00 AM
From: Dave B  Read Replies (1) of 93625
 
I find it hard to believe that Lucent is going to have any significant effect on the 'Bus tomorrow. So what if Q4 was slower than expected? It wouldn't affect RMBS because the quarterly numbers we're about to get were from RDRAM sales in CQ3 which were -- ZIP! We're not going up based on any Q4 expectations. A slow Q4 won't affect Rambus until April's report comes out. I would have guessed short covering, but as Don points out, it's been way too orderly. No panic at all.

I'm not saying we're going to continue up tomorrow or tank (actually, I'll hazard a guess that we still have some upside movement tomorrow), but if we don't, I wouldn't blame Lucent. There are so many other good reasons -- how about profit-taking on a 2-day 30% gain?.

I sure would like to know who's buying all those shares.

JM2C,

Dave
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