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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (1000)2/14/2000 8:57:00 PM
From: Steve Lee  Read Replies (2) | Respond to of 2039
 
Zeev,

Do you reckon there is some news out of the public domain that drove RMBS up today?

It is distinctly possible, but it is also possible that it was purely Intel's comments on DDR, Willamette & Timna.

DDR has been a major FUD issue for RMBS and I believe it is now gone for a while.

If there is news then I can speculate it is either a lawsuit settlement, or more likely a significant design win. There has been some talk of a TI announcement but I have not seen any real hard indicators of this as yet (not that I have any reason to doubt it either).



To: Zeev Hed who wrote (1000)2/14/2000 9:11:00 PM
From: Robert Grist  Respond to of 2039
 
Ok,Ok so after two years , our ship has come in...

In 1986 10K worth of MSFT transposed into $Big Bucks..

Let's hear some outlandish forecasts ... Come on guys
let it rip ....




To: Zeev Hed who wrote (1000)2/14/2000 9:14:00 PM
From: Richard Habib  Read Replies (1) | Respond to of 2039
 
Zeev, I think the IDF news was the news that ignited the short covering rally. I missed this latest rally and would like to extend congratulations to those who didn't - BUT -
for those of us who follow it closely, the news may be bittersweet. We will have to see but I'm getting the feeling that Intel is beginning to back away from support for RMBS in Timna. Willy was old news but apparently not factored in to the stock. I agree with you that shorts would be taking positions here. Be interesting to see if more details regarding Timna and Willy come out this week. Rich