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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.26+3.1%Nov 14 9:30 AM EST
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To: jim kelley who wrote (42650)5/21/2000 12:12:00 AM
From: Bilow  Read Replies (3) of 93625
 
Hi jim kelley; Re the inside information at the German magazine website. I guess I just don't see fit to fully trust it yet.

I do think that Intel does have a backup plan. If they didn't then they would have had to agree to paying the price that the memory makers wanted. One thing you can be very sure of is that Intel's backup plan will not be a good thing for RMBS. I believe that all indications now are that Intel will be forced to make use of that backup plan.

I think that the bag holders on this stock are going to end up being a few big institutions, and a bunch of really badly connected (or fantasy dwelling) moms and pops. The longs who post on this thread are too smart to continue holding a stock with an obviously broken technology, but I would be willing to bet that at the time that it becomes obvious to everyone that the technology is dead, dead, dead (maybe when Dell announces a DDR based desktop) the stock will still be quite pricey. The shorters are really afraid of the high short interest here. All the small time players with cash accounts and the big institutions that don't have to lend shares out tend to squeeze stocks like this.

Basically, it's going to get very ugly, but it will take a very long time for this to play out, and everybody here is going to do just fine, no bankruptcies.

It's not like I'm going to be long RMBS any time soon, it's just that I think that the information that is now out is so public, and so obvious, that it hardly needs my interpretation.

-- Carl
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