Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-1.4%

Dec 1 3:59 PM EST

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To: jmanvegas who wrote (14539)	1/29/1999 8:07:00 AM
From: Alan Hume	Read Replies (3) of 93625

Hi Jeff, I have given this subject much thought in the past 24 hrs. My take on it is that RMBS is about to tank : Big Time Here's my thinking: RMBS publicly held shares are mostly in the hands of institutions. Institutions normally are privvy to info long before Joe Public. Edelstone, when he downgraded RMBS recently already KNEW that Caminio would probably be late. This information was probably confidential, so he could not publish his real reason behind his decision. Normally an analyst would not downgrade a stock with a massive upside potential when it had reached a target, but revise the target price. There is never smoke without fire, so the rumor of Caminios' delay will either confirmed or denied at todays meeting. The sudden and inexplicable drop in RMBS price this week leads me to believe that the rumor is true. If so putting us back 3 months would give us a stock price as per end of October : the low 60's Is there a flaw in my logic?? Alan

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