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: MileHigh who wrote (29732)	9/16/1999 10:29:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

Milehigh, let me try. RMBS trading in a channel 88-93 or so. Hard to say if accumulation is going on at the bottom of the channel or whether day traders are simply buying the bottom and selling the top. Tech guys continue to debate aspects of RDRAM vs other memories with the typical result that pro-RMBS techies see RMBS as an improvement and anti-RMBS techies see RMBS as a sinking ship. 3 sets of "benchmarks" out showing dismal RMBS performance. Likely early drivers or non-production boards are the reason as Intel/RMBS/Dell couldn't be that incompetent. One set of marks from a Dell presentation showing 25% degredation in office apps apparently taken out of context but hey what were they thinking when they set that presentation up. Samsung, Hitachi etc. continue with plans to substantially shift over to RMBS by late next year. New Dataquest numbers show a booming DRAM market thru 2002. Someone else sees a DRAM market crash about the same time. All in all nothing new. I'm slightly long at the bottom of the channel but keep waiting for it to break below before I buy more. Who knows. Rich

To: MileHigh who wrote (29732)	9/17/1999 12:42:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

MH, Rich said it well. SOSO. However, I was looking at the daily chart and we've had some very unusual "patterns" the last month or so. We had a two week period before the IDF where RMBS was virtually flat around $85. The week before the IDF it raced up $20 from $85 to $105. Then after the IDF we lost roughly $13 of that and have been trading flat around $92 for a couple of weeks. So what does this mean for next week (one week before the Camino launch)? Absolutely nothing. I just thought it was interesting as I've never seen the stock trade flat for such an extended period (two periods, actually). Dave