Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Tom Warren who wrote (25197)	7/19/1999 7:24:00 PM
From: jopawa	Respond to of 93625

>>. The recent freefall of sdram may have changed the equation at least temporarily. Drdram is not more costly than thought but because sdram has fallen so sharply the relative price differential may be greater than anticipated.>> This was the point I was making several weeks ago, and I was summarily dismissed here as not underrstanding the situation. I'll buy back no doubt, as the longterm future looks bright, short term however, looks a little dicier. John/flat, obviously!

To: Tom Warren who wrote (25197)	7/19/1999 7:28:00 PM
From: visionthing	Respond to of 93625

Thankyou Tom, well spoken--I agree EOM

To: Tom Warren who wrote (25197)	7/19/1999 7:48:00 PM
From: MileHigh	Read Replies (3) \| Respond to of 93625

Tom, Your large position is not clouding your view is it? I see it quite simply, INTC steadfastly said over and over again they would not look at a PC133 option, now they admit they are. How can this be dismissed as nothing? I read your post and it sounds like an elaborate rationalization, no disrespect intended. Again, INTC was steadfast in the denial of PC133 as an alternative, now it changes it's mind....hum...?? Sorry if I don't get it! <gg> Regards, MileHigh

To: Tom Warren who wrote (25197)	7/20/1999 1:14:00 AM
From: richard surckla	Read Replies (1) \| Respond to of 93625

Tom Warren, I read your post with interest. Makes sense to me, but needless to say I am quite uneasy about the whole situation. Your partner Stuart said he "bought a lot more rambus today." Since I don't know what his definition is of a lot I can only assume that it means substantial, based on your previous purchases. If it was substantial then your group was in fact averaging up. This I know because I know your approximate entry point. But averaging up substantially with the current news staring you in the face would be foolish in anyone's eyes unless there was something very positive that is yet to come. If I'm right then I have to assume there is some positive news coming very soon. If not, why else would your investment group be buying a lot more at this time? With the large investment your group has already made, for them to pump more in at this time on a dead or wounded horse doesn't make sense. Your buying more today tells me something is going to happen soon. If not you could wait until the price drops more to increase your position. Tom, what can we look forward to? What's going on? Any additional info from you or Stuart is greatly appreciated by all. Looking only for info that you feel comfortable in sharing with us. Thanks in advance for your's and Stuart's consideration.