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


To: Don Green who wrote (35524)12/3/1999 2:19:00 PM
From: bundashus  Respond to of 93625
 
here is some short info

viwes.com



To: Don Green who wrote (35524)12/3/1999 2:36:00 PM
From: Matrix_Man  Read Replies (1) | Respond to of 93625
 
Hello Don,

In answer to the question, "could 10,000,000 shorts be wrong?" - the answer is: yes.

Don't forget, if the float is 18,000,000 and there are 10,000,000 short, then there are 28,000,000 long. Could they be wrong? (Rhetorical question, obviously they also could be wrong.)



To: Don Green who wrote (35524)12/3/1999 2:39:00 PM
From: Jdaasoc  Read Replies (1) | Respond to of 93625
 
Don:
I don't care about shorts. I ordered by B series computer from Dell and currently the rate limiting factor is supply of RDRAM. Current lead time is 30 days for RDRAM only 10 days for SDRAM system.
I had engineering sample RIMM's from Kingston for two months and got tired of waiting for Intel or others to ship mobos.
I would expect if RDRAM is back ordered 30 days, some increased production of RDRAM has to start soon. I am trying to find out who is so back ordered assembling RIMMs for Dell.
Salesperson promised to email their suppliers name.

Alson we hit rock bottom at 45 on Apr 23, 58.5 in Sep 27, 62 on Oct 21 and now 69.56 on 12/2.
We just have to get comfortable with 4 pts a month rise in stock.

john



To: Don Green who wrote (35524)12/3/1999 2:52:00 PM
From: Dave B  Read Replies (3) | Respond to of 93625
 
Don,

I expect to see 10,000,000 shorts in the Dec number. You got to wonder could that many shorts be WRONG???

They can certainly be as wrong as the longs. Just look at some of the short selling funds over the last couple of years.

BTW, where's Fleck? Haven't heard from him in a while. Haven't seen him on CNBC either. Must have lost some credibility lately.

Dave



To: Don Green who wrote (35524)12/4/1999 2:55:00 AM
From: The Prophet  Read Replies (2) | Respond to of 93625
 
Been through it all before with the Q - the shorts were wrong then, and continue to pay the price, pushing the Q up 15 fold.

Playstation 2 royalties alone would justify RMBS' current valuation. Barring an absolute rejection of the technology by INTC and the box makers, the shorts will pay dearly for their miscalculations. I can't wait.