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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.35+2.2%1:28 PM EST

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To: sylvester80 who wrote (57216)10/9/2000 6:41:08 PM
From: Jim McMannis  Read Replies (2) of 93625
 
Slyvestor80,

Let's not start with the labeling...
You have to know that Rambus will spur the new development of alternative RAM technologies that RAMBUS will not be able to generate royalties from. You seem to think that RAMBUS will be able smooth over the predator-prey relationship they have now created? Think again...

Like Paul Engel said to me on the AMD thread, Rambus' ways will spur new RAM technology...and they won't include Rambus...as they are the main reason for it...
So at best, Rambus is a moon shot that at some time will reach apogee and head back to earth. What will fool you is that Wall Street will anticipate this at least 6 months before funnymentals change. You will be dumbfounded that the stock is not reacting positively to seemingly great earnings...
Mind you, I'm not saying Rambus won't go higher...just that you'd better be prepared...
Remember, I correctly predicted Intels canning of Timna due in part to Rambus, 6 months ago...
What happened?

Jim
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