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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.56-4.4%Dec 17 3:59 PM EST

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To: capt rocky who wrote (21672)6/4/1999 11:12:00 AM
From: Richard Habib  Read Replies (2) of 93625
 
Capt Rocky, don't sell your boat buddy. Rambus' stock price already has a substantial expectation of gaining significant marketshare built in. Longs have been consistently expressing the expectation that shipment of camino based systems will cause a large share price increase. MileHigh correctly pointed out that in fact, the "FUD" will become strident after camino ships. In the beginning in real world apps, it will be difficult to show significant performance increases between pc 133 and rambus based systems. There won't be any magical silencing of Rambus critics upon camino shipment. Since the share price has significant expectation built in, you may very well see a sell off, more likely a continuing battle, within the current range. Rambus is far more of a trading stock given the volatility than it is a buy and hold. Capt Rich
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