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: Don Green who wrote (33845)	11/4/1999 11:54:00 AM
From: pompsander	Read Replies (2) \| Respond to of 93625

I disagree Don, and time will tell. Many shorts have covered, no doubt. Look at the first two hours volume today. However, between now and Nov. 18 there is likely to be very little bad news and lots of "pump it up" good news. Comdex looks like a totally positive experience at this point. The Dell web page talks about "up to 116% improved memory performance with RDRAM" (right or wrong technically, it is catchy!). I expect the stock to hover between 77 and 90 in the next week or two. Then a post-Comdex retrenchment (sell on the news) to the mid seventies. More gradual climb from there for the rest of the year. Frankly, I would be just as happy if this stock built some support along its climb. I don't see today's back-off as anything but positive. But, I am the worst investor on the thread, so I'll probably be wrong. Again.

To: Don Green who wrote (33845)	11/4/1999 11:56:00 AM
From: Dutch	Read Replies (1) \| Respond to of 93625

Don, We haven't even released 820 and we have to come back to reality? Whose reality? Yes, it may be volatile, but the truth is with "Rambus Inside" marketing campaign and benefits in future releases that take full advantage of Rambus technology we haven't even begun to talk about reality. GL Dutch

To: Don Green who wrote (33845)	11/4/1999 11:57:00 AM
From: cellhigh	Respond to of 93625

i disagree,the delay imo caused holders to shoot first ie the dip to the 60's.if there is indeed a rollout as expected i see a concrete stream for growth.this issue was in question,it appears to be answered.this causes me to see a sustainable rise in the market value of rmbs. i expect upgrades to follow the rollout saying much of the same,this will be the impetus for the continuation of outperformance,along with the actual increase in earnings. of course there will always be bouts of profit taking...