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

To: pompsander who wrote (25586)	7/23/1999 10:03:00 PM
From: Victor Lazlo	Read Replies (1) \| Respond to of 93625

Obviously, the market does not agree with Don Green. But, then Don is so much smarter than the market. Just you wait and see ... <g> Victor

To: pompsander who wrote (25586)	7/23/1999 10:28:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Pompsander a very good question, and following the old mantra, when the TA and the FA do not jive, believe the TA. Here is what I read in this (and that may change if we breach $95). A lot of people have watched this stock come from the depth of the low 50' to 117 in a very short time, and at every point, told themselves, if it just get back a little more to that and that price, I'll buy some. Similarly, a full squadron of shorts have been shorting this stock from the mid 70' and below, and once $95 broke, they contributed some to the fire. But a lot of these shorts are still going to bed every night kneel and pray: "Oh god, if it just get to $95 (or whatever number each chooses), I promise I'll cover and never touch this one again" (the smarter one even do a double up, cover their shorts and go long), that is how support and resistance level gets created all the time, and nothing is new here. So, despite the somewhat less than promising FUD currently going around, the stock always bounces back from that support area. If it breaks, it means that this source of support has been exhausted, and then look below. But frankly, I think that this should hold, my reasoning for this opinion is the same crescendo I have been mentioning before. From here on, we should hear a crescendo of news releases discussing products that are using RMBS' technology, even if the actual numbers do not reach the levels expected by our resident bulls, the background noise of this crescendo will serve as support in spite some potential delays in the rate at which RMBS will be the standard bearer for all memory systems. The end results will be the same, and the fear of missing the boat by both bulls and bears will create the buying power you so described so accurately. Good luck Zeev

To: pompsander who wrote (25586)	7/23/1999 10:40:00 PM
From: Hunterbob	Respond to of 93625

Pomp: I've been thinking the very same thing-everything that was supposed to be the kiss of death for RMBS has been shrugged off like a moose going through waist high blowdown. But then, when you think about it, you've got too many major players investing too much capital and effort in paving the way for RDRAM's pre-eminence for it to fail-including the herd bull-INTEL. The FUDrats we see on this thread and in the downside news sources that keep getting posted here are, I respectfully submit, of little consequence in the big picture. Technical and marketing nitpicking is irrelevant when all of the major players in the industry have made their commitment and spent their money. The markets-and the big players behind the market-see RMBS coming. The IDF at the end of August is when the real goodies will start to appear under Uncle's RAMBUS xmas tree but I suspect we are going to get some peeks at them along the way.