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

To: Alan Hume who wrote (28033)	8/29/1999 5:00:00 PM
From: grok	Read Replies (1) \| Respond to of 93625

RE: <Do you really see a serious chance of RMBS dropping in the near future? I see that possibility as remote BWDIK> If it goes lower I think that it will be due to one of two things: 1. The recent ramp just went too far so enough people bail out. 2. Intel will announce some form of support for sdram and then the market will interpret the statement in whatever way it wants to (or whatever way Maria spins it). I've been expecting that the sdram support would be preannounced before IDF but it keeps getting closer and closer. I'm starting to think that there may be no support for sdram (except really crummy MTH kludge). If IDF comes with no sdram support then I would think that it would be very bullish for Rambus. Unless, of course, thing #1 dominates!

To: Alan Hume who wrote (28033)	8/29/1999 5:13:00 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: Do you really see a serious chance of RMBS dropping in the near future? Clear evidence that Intel is pursuing a dual Rambus/PC133-DDR strategy could tank Rambus. If price and/or performance numbers for Rambus are disappointing (too costly and/or not enough performance gain) the stock could tank. Most likely problem could occur if Rambus equipped Coppermines at 600MHZ have poorer performance than PC100 equipped Athlons running at the same clock - particularly on video applications where Rambus is supposed to justify its cost. If Rambus gets the blame instead of Coppermine, that could pretty much be the end of Rambus on high end PCs. Dan

To: Alan Hume who wrote (28033)	8/29/1999 8:35:00 PM
From: jmac	Respond to of 93625

I think the odds favor a very strong week to the upside for both INTC and RMBS (barring another crazy statement coming from Greenspan that effects the entire market more than it did on Fri). But, as I just posted, a little insurance never hurt and buying the Sept. 100 puts when I have several thousand shares to cover just seems prudent to me. Just to add, i would not employ this strategy at any other time. I have held RMBS and have never bought puts as insurance. But, we all know, something is coming out this week. Never before, have we known exactly when news regarding this stock would hit. But, this time, we know. Also, I am hoping for a 2-3 point up move Monday moring so the puts may get a little cheaper. But right now, the NASDAQ is down 1100 basis points on Globex and I would imagine the markets will open pretty week on Mon (RMBS may or may not b effected).