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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (75509)	2/9/2000 5:51:00 PM
From: IceShark	Respond to of 132070

Well that is likely the kiss of death on the poots I got this morn. damn. -g-

To: Knighty Tin who wrote (75509)	2/9/2000 8:18:00 PM
From: Earlie	Read Replies (1) \| Respond to of 132070

MB: I checked with a good pal on the west coast. According to him, prices are in free-fall. I'll talk to my "best guy" tomorrow. Meantime, I'm parting the weeds and fixing the cross-hairs on this year's winner of the "Irridium Award" (last year, Irridium "made my year"), Rambus. I may be a bit "early, but not much and at this point, it doesn't matter. RMBS is a dead duck awaiting embalming. Their technology is too expensive, the company doesn't build anything, the memory boys don't want to build it, and DDR owns the field, (for the reasons provided in the past). Now, I've learned of another nifty memory technology that is going to add to RMBS' woes (more later on this) and above all else, Intel is definitely backing away from the carcass. I love it when the analysts try to hold up a dead parrot at a high price. After a while, the smell, and the falling feathers finally help them to see reality. It may not happen in a NY minute, but the funeral has already been scheduled. I intend to have a front row seat, even if I have to wait for the grieving investors to arrive. I will not jump in hard at this point, but will ease in (an MB "first third"). Best, Earlie