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: unclewest who wrote (30784)	9/27/1999 9:30:00 AM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

Be careful Unclewest, there is a buying opportunity here somewhere but neither RMBS nor Intel are providing a date to launch teh 820. The problems are serious enough to warrant an undetermined launch date. Rich

To: unclewest who wrote (30784)	9/27/1999 11:07:00 AM
From: Bilow	Respond to of 93625

Hi unclewest; Don't you find it somewhat ominous that the press release which you quote, (which is from Rambus itself), talks about "bugs"? I thought we had a bug, now they seem to be multiplying. Makes me want to scratch all over, I can feel them squirming around... Or perhaps it was just a poor choice of words. -- Carl

To: unclewest who wrote (30784)	9/27/1999 11:52:00 AM
From: Neil H	Respond to of 93625

Uncle Looks like we got coal for RMBS Christmas. We must have been bad boys :) Regards Neil

To: unclewest who wrote (30784)	9/27/1999 1:55:00 PM
From: Tom Pulley	Read Replies (1) \| Respond to of 93625

Unclewest, you're very quiet. Don't let all the negative comments chase you away. You always said that the payoff will be in 2001-2002. This event has not changed that timing a bit. It has changed the probability of Rambus becoming the standard by a few percentage points, but not significantly. I'm not a techie, but if Rambus works in two module systems, I can't believe there isn't a way to make it work in three. I remember when Dell had a problem with their notebook computers and it turned out to be a great buying opportunity, I remember when Intel had a problem with their new pentiums and it was another buying opportunity. Now Rambus is not Dell or Intel, but the reason I have my money in Rambus is because Intel and Dell are committed to them (particularly Intel). Over the years I've found that when the panic sets in is not the time to sell. Now if we go for two months with no positive announcements and the stock is gradually fading to the low 50's or 40's, then the market is telling us the problems are going to be difficult to surmount. Then its time to make a decision to hold or fold. Tom