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

To: Alan Hume who wrote (1307)	3/1/2000 5:18:00 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 2039

Alan: I remember: Camino delay #1 in Feb 99 Camino delay #2 in Jun 99 Camino delay #3 in Aug 99 Coppermine tease in Oct 99 Camino rollout delay #4 in Nov 99 Each of these events had a runup leading to it and selloff on the promise of the QCOM-like future delayed. More importantly, each event lead to 1-2 M shares shorted. I would have to believe that RMBS short interest is much much lower and short shares are readily available if needed. If for any reason, Sony PSII and/or Intel hi-end PIII do not ship in the large quantities expected, expect RMBS short action to return. If you think that investors who could barely fight back shorts when stock was between 70-110 have enough faith and more importantly cash to fight winning fight against shorts at 300, I doubt it. I still see: 1) shortages of RDRAM suited microprocessors and RIMMs 2) over supply of SDRAM ($50-60 for 64 MEG DIMM) due to lack of enough Intel processors in the range that business computing requires (600-733 MHz) RMBS stock will lanquish at this level or a little lower until: 1) Intel delivers 600 MHz + PIII to meet market demand 2) current unprofitability of SDRAM forces RAM mfg. to speed up development of RDRAM to meet agressive expectation of 20-25% market share by year end. Don't get me wrong, I like RMBS a lot but when the stock quadruples in three weeks, don't be expecting a 5 bagger next week. john