SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.71+0.6%Dec 9 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sully- who wrote (72599)5/11/2001 6:13:02 PM
From: Sun Tzu  Read Replies (3) of 93625
 
Today would have been a good day to let the public know that their agreements 'May' be in jeopardy...

Agreed. Which would have been on the top of my questions had I been an analyst at the CC. My other question would be excluding SDRAM royalties (and perhaps DDR's) how much they expect to be making next year.

That nobody asked these obvious questions and Rambus did not volunteer it (confirm or deny), I take as a negative for the company. I've checked the after hour activity and the volume is too light to be meaningful. It would not surprise me if the stock is being pumped among a few good friends.

Just the same, I am prepared to reverse course and go long if I am wrong about it. In fact, I suspect that I will go long RMBS at the height of fear and the depth of sell off. It's just that I don't think that moment has arrived yet.

have a good weekend,
ST
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext