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

To: Brian1970 who wrote (35220)	11/26/1999 3:25:00 AM
From: Bilow	Respond to of 93625

Hi Brian1970; Re: If you're prepared to make such a strong prediction, that RMBS will remain a niche technology forever, why don't you just say it and avoid the disclaimer at the end: "Of course, I've been very much wrong in the past, and will continue to make incorrect predictions in the future." Sorry for being confusing. My statement about my inability to predict the future applies to the stock price, not the future of Rambus as a technology. As a mainstream PC technolgy, Rambus is dead dead dead, and isn't going to come back to life. The story is over. The book is closed. Products are coming out right now that were designed at a time that Rambus still had a chance, but new products are not being designed. There will, undoubtedly, be new uses for RDRAM announced in the future, and companies will design for it just in case, but as far as being mainstream technology, the story is over. On the other hand, I make many mistakes about stock prices. In fact, a few weeks ago I was saying that I expected RMBS to zip up, what with the release of the Camino. That didn't happen. But I continue to make predictions because I think that this is the only way to become better. I think that RMBS will be up for Friday, but will resume its slippage, relative to the SOX, on Monday. I don't watch the stock carefully, but I do bring it up on my screen every now and then. When I believe that the institutional selling has stopped, I will post a note here to that effect. This could happen Monday, but I would guess that it is still going on. When it does stop, it should be a great time to go long the stock as a short term trade. But the long term future of the technology is dead. But Rambus will remain alive as a niche memory for some years. In fact, if it were the case that Rambus were to become the standard memory interface, then RMBS is currently quite cheap. But that isn't going to happen. -- Carl