Hi all; Some old Bilow posts that are probably worth reviewing. RMBS' price is hard to predict due to the nature of its high multiple and the nature of the people who own it. Here I make a prediction on AMD vs INTC, that was an easier stock prediction to make. Note that this was before the really big fiasco near the end of September:
September 3, 1999
If they haven't fired anyone over there for this fiasco I would be quite surprised. AMD is going to kick their butts over the next year, by having high performance processors for sale that are not tied to the RMBS albatross.
...
The CPU play of the next 12 months is short INTC, long AMD in my guess, and this is due to the rambus problem.
As to what this means for RMBS, I do not know. I do know that RMBS major production continues to be delayed, and their major customer is replacing/delaying their product, while the stock price is still quite high.
#reply-11155602
The reason I didn't know what all that would mean for RMBS is that there was no way of knowing in advance whether INTC would be able to force the technology on everybody. If they could, (at the expense of giving up a lot of market share to AMD), it would be great for RMBS. But in either case, Intel succeeding or not, it was going to be great for AMD.
This was 7 months ago, my 12-month suggested trade is looking pretty good so far:
siliconinvestor.com
-- Carl |
