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


To: James Fulop who wrote (28486)9/2/1999 10:06:00 AM
From: NHBob  Respond to of 93625
 
Just an observation, but there were two 50,000 share transactions this AM; probably not a pair of retirees duking it out, but a pair of institutionals w/opposite views. I'm watching w/fascination.
nhbob



To: James Fulop who wrote (28486)9/2/1999 10:06:00 AM
From: CMon  Read Replies (1) | Respond to of 93625
 
Can't say I know who the sellers are at the moment.

My point is that there were certain assumptions built into this stock that have now changed. If you believe that to be irrelevant in the very long term, take RMBS off your screen and stop watching it. In the meantime, what holders learned at the developers forum, behind the curve though they may be, will change their view of what this company will earn and when it will earn it.



To: James Fulop who wrote (28486)9/2/1999 10:09:00 AM
From: Matrix_Man  Respond to of 93625
 
I think we will either move up quickly to the low 90's area, or will again be trading in the 82 to 88 channel. this second possibility seems most likely to me, until a week or so before the 27th Dell and Compaq launch. I did get some at 85 today.