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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.35-0.4%Nov 25 3:59 PM EST

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To: mishedlo who wrote (37271)2/17/2000 12:26:00 AM
From: jwebtrade  Read Replies (2) of 93625
 
1) Thanks, we're just getting started.

2) Short Position numbers are released monthly based on the close of the 15th of the month (which was yesterday). They are released (I believe) 10 days after the 15th. So around the 25th of the month.

3)I agree. RMBS could take off tomorrow and never look back. But as a long term holder I feel it could easily retrace to the 120 range. RMBS has a pattern of big moves up and then consolidation.

4)Don't know.

5)There is no terrible news out there for Rambus for at least 6 months. Camino needs to continue to be well received. Maximum PC gave the Dell Dimension(sp?) a 10 of 10 rating and its "kick ass" rating. Willamette is a RDRAM based Intel chipset that is coming out in Aug/Sept for high end desktops & workstations. Tulloch (the Willamette successor) is also RDRAM based and is the mass production 2nd generation of Willamette and is due out next year. Add in Sony PSII & Sega & possible communications/networking wins and the future is so bright we better wear shades.

That said my year end prediction is $284/sh. (I came up with that number by projecting earnings of $1.42 and applying a 200 P/E.

JW
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