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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.35+5.3%Dec 19 3:59 PM EST

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To: Thomas C. Donald who wrote (10215)11/23/1998 9:16:00 PM
From: Timothy Liu  Read Replies (1) of 93625
 
Here is a H&Q report posted a long time ago when thread was started, there are 4 parts and you can go forward to find the others. There is a DRAM market rev forecast which I do not know if it is close.

Message 1597487

Personal advise is not to short RMBS, check out some folks on the Yahoo thread that got burnt and just disappears from the thread. RMBS is close to initial ramp up so going short for anything other than short term is very dangerous. If you want to be our resident bear to keep our exuberance in check, you are welcome. But don't short unless you are convinced. Uninformed shorts is as bad as uninformed longs, if not worse.

Tim
Just my 0.02$

P.S. My first price target is between 300-400 (7-10B market cap) then I will decide if RMBS is a big boy and can play with Intel.
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