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


To: john dodson who wrote (32023)10/12/1999 11:25:00 PM
From: D.B. Cooper  Respond to of 93625
 
I sold today into the rally.I really hope I am wrong,but my gut feeling is that with the memory makers not producing in volume it is not good.While my long term outlook for this stock is bullish,I will take my money off the table for right now.
It is not this family of chips that rambus is really going to help,you have to look forward when we get up into the 1 gig speed that rambus must be there.
there has been some discussion on who needs who.Right now it is an toss up.what is the word symbiotic?
This is all my very humble opinion.

the best of luck to everyone,hope to be back shortly
don



To: john dodson who wrote (32023)10/12/1999 11:41:00 PM
From: richard surckla  Respond to of 93625
 
>>My guess is something in between.<<

... in between meaning 75$?



To: john dodson who wrote (32023)10/13/1999 12:12:00 AM
From: Don Green  Read Replies (3) | Respond to of 93625
 
> Well, what's the verdict?

Back on 9/27/99 Morgan Stanley Dean Witter downgraded from strong buy to outperform, lowered target from $150 to $110 due to uncertainty in the timing of deployment of Rambus

So, I guess it depends if MSDW reinstates it's opinion to a strong buy. If not, there must still be some doubts. But, you may need to wait until Friday morning to get that answer. I doubt Edlestone would change his opinion without hearing first that the chip makers decided to continue making DRDRAM. But since the demand for Sdram seems to be very strong and profitable right now, I doubt they will, in the NEAR future.

Regards

Don