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


To: Zeev Hed who wrote (37160)2/15/2000 2:58:00 PM
From: Steve Lee  Read Replies (2) | Respond to of 93625
 
Zeev, get back on the bus ! There is no significant selling yet !



To: Zeev Hed who wrote (37160)2/15/2000 3:35:00 PM
From: jetcityrandy  Read Replies (1) | Respond to of 93625
 
Zeev,

I understand the bus speed statement.
As long as I have owned rmbs, and as long as it has been public, it has exhibited wild appreciation, with a resultant correction. I don't know if it will continue up tomorrow, but since I have held for so long, through all the ups and downs, one more spike isn't going to phase me long term. However, I always kick myself after the fact, saying I shoulda gotten out yesterday, could have bought more shares today. One thing that does concern me is the volume. Doesn't 12 million really mean 6 million (bought and sold - gets counted twice) and there are 24 million shares outstanding. I believe that 6 million shares today (12 million volume) is ~25% of total shares, so I will gamble that tomorrow may bring more upside... then again, I may be wrong.

good luck to all



To: Zeev Hed who wrote (37160)2/15/2000 3:44:00 PM
From: Curlton Latts  Read Replies (1) | Respond to of 93625
 
The funniest thing is the Analyst Upgrade/Downgrade history on this stock. Given the price action in this stock what would you guess the historical record would show for analyst recommendations. You guessed it right if you said FOUR STRAIGHT DOWNGRADES! Hahahahahaha man oh man what a life we're living. Here it is analysts - read it and weep:

biz.yahoo.com

What kind of snake-oil salesmanship is this - or are there certain trading desk/big customer implications involved with the analysts decisions. Hmmmmmmm How could they possibly have missed this move in the exact opposite direction?

Good Luck To Each And All

Curly

~~~~~~~~~~^^
[6.6]
......>
[_]



To: Zeev Hed who wrote (37160)2/15/2000 3:58:00 PM
From: Matrix_Man  Read Replies (1) | Respond to of 93625
 
Zeev - trying to catch up on messages - wheww!

I am with you today - I sold the last of mine at 155 right before the last run to 172. I was guessing that I should be able to get back in around 120. Great minds, 'eh?



To: Zeev Hed who wrote (37160)2/15/2000 4:02:00 PM
From: Jdaasoc  Read Replies (1) | Respond to of 93625
 
Zeev:
This is the way I see it. There are many shorts who haven't got out. We see large BID lots that get passed by with 100 -200 share trades. When it reaches 170 somebody shorts anew and stock falls. Shorts try to cover anew. I would hate to have margin call today holding RMBS short.

I think reality will take hold soon when a new group of short positions are reestablished at 150-170 range. So when the stock falls to 120, they have no need to cover these short positions for a while. As some confirmation that breakout is temporary JAN 01 100 PUTs are 19-22 today. If 170 was sustainable, they would be worth $5-6.

john