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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 98.04+1.8%Dec 3 3:59 PM EST
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To: jmanvegas who wrote (14539)1/28/1999 9:44:00 PM
From: CarlY  Read Replies (2) of 93625
 
jman:

My take on rmbs is everybody agrees it's a great stock in the future. But what it really hurt the price was the CFO's comments that the earnings will be flat for the next two qtrs. So, from a mass psychology point view, people will say:" uhmm, two qtrs, that's a long time. Why don't I get out now, even at loss, to try some hot internus stocks and then come back". That's what's happening. But guess what, these people will also keep their eyes on rmbs and will just on board once the train starts to leave the station. And it will just fast and that will drive prices up very quickly.

The question is, what do people consider a serious departure signal will be. Obvious news release from various partners won't help as that's what happened last two weeks. The most direct signals could be one of the following:

1. A possible revised earning schedule released officially or unofficially by rmbs or analysts.
2. First shipment of rmbs pc
3. First royalty payment
4. A upgrade from wall street(but this may not happen before other signals)

Any other thought on the signals?
-carl

PS. I enjoy reading your posts a lot. It seems that you have a good sense of what will happen based your years of trading experience. People in this thread are really nice and really share a lot of insights and knowledge, which truly separate this thread from many others. I love to read all of you and other fellows' posts. Great job and keep on! Many thanks.
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