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Politics : Ask Michael Burke
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To: BG Smith who wrote (61180)6/1/1999 5:24:00 PM
From: Knighty Tin  Read Replies (2) of 132070
 
BG, the stock was in the low 50s at the end of April, and the news was much better then. Although I will protect my back by rolling down, I don't see any reason for Rambus above $15. IBM is simply the first domino to fall. Some Rambus bulls have said, so what, IBM is losing market share. IBM is the top player and is not losing market share in servers, one place Rambus has to be if it is to survive. I see others, like Compaq and Hewlett, quick to distance themselves from a losing strategy. Dell, as they are more kissy-face with Intel, may hold off longer. And I don't see the DRAM makers spending nickel one more than Intel bribed them with to make this chip. This could be a $70 stock heading toward zero.
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