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

To: Thomas J. Smith who wrote (30880)	9/27/1999 6:16:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 93625

yes and no. Analysts are always a day late and a dollar short with their downgrades. In other words, the news is already out and damage done by the time the downgrades hit the street. But is there more bad news in the offing? Very likely. I think this 1-3 month delay very well may be the last straw for some of the big DRAM makers who wanted to back other technologies anyway. This screw up is going to cost PC and Dram makers 10's of millions of dollars (Micron being the exception of course). The smartest thing to have done would have been to get out on Friday. Failing that, don't buy more hoping for dead cat anything. Wait until the air clears a bit, otherwise you are just gambling and there are better gambles out there than this one. Just my dumb opinion. Do your own research. I'm just posting my thoughts based on actions or inactions that I am taking.