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: Dan3 who wrote (33411)	10/30/1999 9:53:00 AM
From: Tim Davies	Read Replies (2) \| Respond to of 93625

this rambus thing is very interesting.. but i have a question ... what is the current fastest system that a person can buy for a graphics workstation.. pc based.. its very hard to plan a buy when things change so much.. thanks tim

To: Dan3 who wrote (33411)	10/30/1999 1:36:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

going into comdex last year there were 1,900,000 shorts. a month or so later the share price was up 50 points and shorts had decreased to 1,100,000. the big news was rmbs would be used...big deal...everyone knew that. but 800,000 shorts covered. this time going into comdex we have 7,500,000 shorts, an increase of 5,600,000. the news is the top 5 pc makers are going to start selling rambus pc's in 2 weeks. that is a huge deal. and sony has confirmed that playstation II will use rambus...sony expects to sell 2,000,000 units per month...even intel acknowledged sony will be stiff competition for them. i was thinking...what if a lot or even all of the fud was put out by clever longs sucking in short sellers...and all the while, the longs are buying shares cheap. think about this...one month ago, the last day of september, rmbs was at 66 1/4. yesterday, rmbs was at 67 5/8. yet the short position has increased by over 2,000,000 shares in one month. now the $64,000 question. who bought the shares and why? what do the buyers know? shorts dumped 2,000,000 (over 10% of the float) shares into the market and the price went up. now short selling is over...there are no more shares to short. who would sell rmbs now that pc's with rdram are here. i am convinced a mass media blitz is about to begin...we got a taste of it...a few weeks ago. the benchmark tests clearly demonstrate rmbs advantages. dell says they will switch 50% to rdram next year. the top 5 pc makers are about to begin selling rambus pc's. this may be the biggest bull trap in history. unclewest edit.....my oh my...look at that...i got three 3's again :o)