Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

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 106.93

+2.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sully- who wrote (72606)	5/11/2001 7:14:30 PM
From: Sun Tzu	Read Replies (1) of 93625

Let me explain my position, and I appreciate that my judgement may be clouded by my trading position. The management has to be aware that there have been public discussions about the possibility of stop of future royalty payments or request for past refunds. The question in my mind is why would they not come out and say something along the lines of "...none of our business partners has told us they will stop royalty payments which shows they believe in our pattents/integrity of our operations, etc." Seems to me that a statement like that could calm nerves, which IMO is what the CC was really about. Unless of course, this may have already happend or they find it likely that it will happen soon. They also asked the investors to focus on the progress in the RDRAM front rather than anything else. Yet they failed to quantize that progress or the down side risk on the earnings from the SDRAM and DDR fronts. So to me this was a lame PR compaign rather than an informative CC with a positive spin. And I always react negatively to PR desguised as CC, especially when a stock is moving hard (up or down). As you say, they should have a handle on the strength of their contracts, and I had expected them to come in a lot more positive than ignore the legal actions and focus on our core RDRAM message they gave. By all means point out the holes in my stance or why RMBS will go up and when. I greatly appreciate any bull who helps me close my short position while I'm ahead. Sun (now I really have go and eat before I starve) Tzu PS There is little doubt in my mind that Rambus will survive and will be profitable. But at least for now, I find the fair price somewhere in the $4-$8 range.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next