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: pompsander who wrote (28536)	9/2/1999 5:22:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

Pomp, the only way that Rambus would become a poor trading stock is if volatility dries up. I don't see any evidence of that occuring. Realize your relatively happy Rambus held up. (By the way FWIW, I dipped in at about 88). But there remains, several potential reasons for high volatility. First and foremost, the market could see a 20% decline from its highs which would IMO cause at least that much decline in Rambus. Second, Intel didn't release all the bad news, specifically, they haven't indicated which chipsets will support PC133. I would guess they will support whatever the market requires that they support. Third, when actual systems appear look for 3rd party evaluations to be less positive then Rambus/Intel evals, although I'm beginning to think 3rd party evals may not be that negative. Fourth, now that the PC133 cat is out of the bag, look for the anti-Rambus coalition to press DDR into the front lines which I'm sure will make for good FUD. Rambus volatility thus trading will be rewarding for a long time yet. Rich