Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.53

+0.7%

12:59 PM EST

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To: Zeev Hed who wrote (17918)	3/28/1999 12:35:00 PM
From: Al Serrao	Read Replies (2) of 93625

Zeev, this tells us the reason why the price has fallen so fast. Not a bad bet when RMBS was trading over 100. I'm more concerned about the recent short sellers who got in around the mid 70's. Now these folks are really nervous as they should be. After all we getting closer to the ramp up as each day goes by. It seems to me that this bet by the shorts is a bet on timing and not a bet against the coming technology. As much as RMBS needs INTC,INTC's entire future now depends on RMBS. Otherwise, who would shell out big bucks for a computer anymore? INTC's margins depend on the leading edge in performance. So if you're short on RMBS, you are really short INTC. If they have to spend a another billion more for the DRAM makers, why wouldn't they? Now these are the guys who are always the firstest with the mostest and guys I wouldn't want to bet against. As the shorts become more desperate, look for more negative articles to appear. Maybe we will see your $50/sh after all. In any event, RMBS is starting to look very juicy to me at this level. Good luck.

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