stuart steele and i met for 2 hours today here in my home.
we shared and compared all of our information regarding rambus. we are in lock step going forward. we discussed all areas. here are a few particulars...
the dram industry is going to convert to rambus rdram period. there is no satisfactory alternative out there. intel knows this. intel knows we need the speed, and they are going to provide it. the new processors will not function without rdram,
short term (weeks) the fud will continue. 6+ million shares short have a problem and they, now, know it. tom warren did a great job investigating the fud source. if you understand that, you will relax. read back in the thread to see tom's post on fud. it all comes from one source.
the reports that the pc industry is ending are more fud. many american homes and businesses still need computers. asia, europe, and south america are 10 years behind us.
server sales with huge memories are skyrocketing due to e-commerce.
in our considered opinion, the institutions did not buy, this time, to sell on the next bump. they are in it now for the big run starting in june or july. institutions, insiders and stuart control 18+ million shares. that leaves 5 million for new investors and the 6 million shorts.
the news releases regarding production are accelerating. that will continue to increase.
the positive noise level will become deafening by the end of june. that noise will be the tornado and it will get stronger. we did not discuss specific short term price targets, but we agree that from here on trading in and out may prove to be a very costly strategy. the price will accelerate initially not from earnings but from the positive production announcements to come and the excessive short position. production, new consumer product with rdram announcements, sales and an enormous earnings increase curve will propel us from there.
we both plan to acquire more shares.
stuart and i believe rdram will be in 100% of pc's in approx 3-4 years.
unclewest
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