RAMBUS: Time to Short RMBS? Message Board

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Technology Stocks : RAMBUS: Time to Short RMBS?

RMBS 105.71

+2.8%

Nov 3 3:59 PM EST

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To: Fred Fraschetti who wrote (55)	11/21/1997 3:36:00 PM
From: Scott Maxwell	of 58

It's definitely a high-flyer. Value depends on perception of security and volume of future (2+ years away) royalty stream, so it's particularly susceptible to mood swings based on scant or no real information. The current price is nowhere near the highs; shorting it might be reasonable for a mixed portfolio, but it's not overvalued by more than 100% here (IMHO), as I like my shorts to be, and the company's management and accounting are first-rate.

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