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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 91.90+1.5%10:26 AM EST

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To: Bilow who wrote ()3/3/2002 9:43:54 AM
From: SBHX  Read Replies (1) of 93625
 
Here's another site with shrinking rdram systems. I clicked on the first 10 P4 systems and only one (a compaq workstation) had rdram.

ubid.com

SbH

I have a working theory for strong stock price in spite of rdram's exit from the bulk of the pc market --- this non-event is probably already factored in the price. The smart investors already know this and will not get phased by it @5-7. And now, the ones who are still in denial do not own enough to make a difference when they realize the truth.

It now depends on the courts and class action for negative movements, and hope of the future and new products for positive ones.
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