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


To: MulhollandDrive who wrote (35084)11/23/1999 5:05:00 PM
From: Dave B  Read Replies (1) | Respond to of 93625
 
bp,

Don't take this the wrong way, but I'm wondering if the exit of long term bulls such as yourself and unclewest could be a contrary indicator?

I got out two months ago (Sept. 24th). I freaked on the word from Dell that shipments would be delayed. I bought back in about a month later between 68 and 70 but sold a week later on the run to 97 (I was going to get out at 95 but my system crashed and by the time I restarted it we were at 92. I decided to wait and finally exited between 88 and 91.)

Don't take it as a loss of faith, but as an acknowledgement that there made be better places in the short term to make money (I wish I'd bought some of that EXDS!!!) which, as Richard pointed out, is why we're here. I'm still a bull, I'm just grazing in some other pastures for now while the grass grows back again in this one.

I'll deny I ever wrote this, but my guess is that we might see some increase as we get closer to the mid-December ship date. We might also see an increase as we get closer to the Quarterly report in January. Who knows?

Dave



To: MulhollandDrive who wrote (35084)11/23/1999 6:58:00 PM
From: Dave B  Read Replies (1) | Respond to of 93625
 
bp,

p.s. I still read each and every post on the thread and expect to keep posting my unrequested opinions for all to ignore <G>.

p.p.s. Have a terrific Thanksgiving as well. That goes for everyone on the board.

p.p.p.s. I'll also volunteer to coordinate the post-annual meeting lunch again. My guess is that it might be a smaller group than if they had shipped in September, but hopefully we'll still get a significant crowd to show up. Anyone interested in attending should let me know.

Dave



To: MulhollandDrive who wrote (35084)11/23/1999 7:54:00 PM
From: Don Green  Respond to of 93625
 
Anyone see Short Interest Data yet?

Don



To: MulhollandDrive who wrote (35084)11/23/1999 7:55:00 PM
From: Don Green  Read Replies (1) | Respond to of 93625
 
> contrary indicator for Rambus

BP

Actually, I think Richard Surckla is a much better indicator.

The more obnoxiously bullish he becomes about Rambus the more I worry. It is when he shows signs of being panic stricken in his posts, the more I feel it might be time to buy again.

Sorry, Richard

Don