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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.71+0.6%Dec 9 3:59 PM EST
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To: Sun Tzu who wrote (72603)5/11/2001 6:34:00 PM
From: SBHX  Read Replies (2) of 93625
 
SunTzu,

Good strategy : waiting for capitulation first, and then catch the inevitable dcb when the shorts who stick it out too long panic and create a squeeze.

However, given the severity of this setback, there is not enough panic here to indicate the bottom is there. I think the news probably has not sunk in yet. There is also a lot of hope still alive in the true believers. Then there is the inevitable closeout of positions by the few institutions who still have a holding here. Quite a way to go probably before it bottoms.

BUT

Samsung's sales guy and some NEC person did say that they are not stopping royalty payments, so that was strange. But a company will not publicly reveal things like this, they are more likely to just go ahead and do it first before announcing it...

My rough calcs show the SDR/DDR royalty payments to be only about 24M, so if they pay that all back, they still have > 100M cash --- enough to feed 40 lawyers and a handful of support engineers they have left in RMBS HQ for quite a few years. I don't think they'll go out of business anytime soon --- they'd have to lose another case and pay another set of punitive damages before more panic sets in.
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