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


To: Zeev Hed who wrote (29145)9/10/1999 10:56:00 AM
From: MulhollandDrive  Respond to of 93625
 
>>The stock is
holding very nicely for just one reason, every time it gets under $90, hordes of
shorts are covering. If it breaks $88, then we may have another short term story
(decline) developing, but you got to see those sub $88 prints before you can stay
bearish on RMBS.<<

Zeev,

I will say this, it has been quite an education for me to see how much power "the priesthood" has when it comes to "managing" the news on RMBS to keep a lid on the stock price...Guys like Fleck who were shorting it in $60's & $70's must be just a tad disappointed though....

bp



To: Zeev Hed who wrote (29145)9/10/1999 10:59:00 AM
From: grok  Read Replies (3) | Respond to of 93625
 
RE: <... one thing is clear, INTC needs RMBS to succeed more than RMBS needs it.>

Huh? Did you realize that Rambus had exactly one design win that got into production during it's first 7 years of existence? Those were the years before the Intel anointment.



To: Zeev Hed who wrote (29145)9/10/1999 1:19:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 93625
 
zeev, i'm not equating rmbs and mu. however, if a 10-15% decrease in the world's #1 business application's performance sticks...



To: Zeev Hed who wrote (29145)9/10/1999 11:12:00 PM
From: Dan3  Respond to of 93625
 
Re: one thing is clear, INTC needs RMBS to succeed more than RMBS needs it...

You might want to reconsider that statement. And if you still feel it's true, consider letting someone else handle your investment decisions for you.

regards,

Dan



To: Zeev Hed who wrote (29145)9/11/1999 11:08:00 AM
From: Al Serrao  Read Replies (1) | Respond to of 93625
 
Zeev, if the shorts are covering whenever RMBS falls below 90 then why is the MF negative and the acc/dis rating a D in IBD? There has been some steady selling. As always thanks for your posts.