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


To: RetiredNow who wrote (31149)9/29/1999 12:05:00 PM
From: pompsander  Read Replies (4) | Respond to of 93625
 
O.K. Thread, let's play a little forecasting game....

Let's assume that there is an annoucement in three weeks (arbitrary date) that issue with the third slot has been resolved and Camino will ship in Nov. Also, Coppermine is on schedule with no issues seen to impede it. Intel says nothing about Rambus, meaning it is staying its stated course.

question: what happens to the stock, in the first days after the announcement and over the following months? Is Rambus now a "show me" stock, with no return to its former levels (mid-90s) until shipments are underway and proven successful in the marketplace, or does this whole exercise instead build a new bubble under the price and raise it to Edelstone's estimate on the basis that Intel and Rambus have now resolve all issues and it is smooth sailing into the new millenium?

All hypothetical, of course. There may be no solution, in which case we can all guess (as has been done on the thread for five days) how low the stock will go. Personally, I would rather look the other direction.

OTOT, in compliance with Dave's full disclosure suggestion, my full name is Mike Sander. Pomp is my dog.