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 102.06

+3.3%

3:43 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: im a survivor who wrote (72813)	5/14/2001 1:14:16 PM
From: NightOwl	Read Replies (1) of 93625

Hi KG4, Its just my Mom & Pop opinion, but I see the current price range as indicating that the market has kissed off any SDRAM/DDR revenues and is having serious doubts about the certainty of DRDRAM cash flow as well. I think the Bus has one more run at the breaking the $15-$16 resistance based on an unexpectedly good 2nd Qtr number, but once DDR/P4 chip set news starts to hit the street with the related MB announcements the Fat Lady will be in full throat.<vbg> The interesting question will be how long INTC can wait to get its own DDR chip set/MBs out for the P4. I don't see how they can afford to take let VIA and others get a six month jump on this market. I think the market gives no credibility to Samsung and Elpidia's denials of any changes in their royalty payment plans. They were no where to be found when the Bus needed a "push" during the IFX suit and action speaks louder than words as Mr. B has pointed out. RMBS has until July or August to make the most of this uncertainty. After that it will be obvious what the licensees are really doing. But then what do I know? 0\|0

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next