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

To: pompsander who wrote (37889)	3/10/2000 2:52:00 AM
From: Dave B	Read Replies (2) \| Respond to of 93625

I've been trying to figure out why the stock has been so strong during the rise rather than doing it's usual run-and-fade. My ASIC-designing friend and I have come up with some conspiracy theories we'd like to share: Conspiracy Theory #1: Hitachi knows that they're going to settle the case. They figure "what the heck, we might as well get someone else to pay the royalties and penalties" so they start buying RMBS knowing that when they do announce a settlement, the stock will skyrocket. They can then unload during the stratospheric run-up and pay Rambus the royalties with profits on Rambus stock! Poetic justice, I'd say. Conspiracy Theory #2: Take theory #1 and extend it to all the memory manufacturers in the market (since they all know that Hitachi is going to settle). Heck, if they conspire well enough, they might end up owning a controlling share of Rambus. Wouldn't that be a kick! Stuart: How soon after you purchase 5% of a company do you have to file with the SEC? Dave p.s. Please accept this with the same level of seriousness with which we concocted it -- little to none. <G>

To: pompsander who wrote (37889)	3/10/2000 7:27:00 AM
From: Jdaasoc	Respond to of 93625

pompsander: The ee.asiansources.com web site is new to me. It is an Asian news site where interested parties propose articles to editorial staff. I will have to add it to a list of sites that I monitor weekly. OTOT Can you comment on in the last two days on the loss of the requirement to research your selections. All that seems necessary is to buy tech stocks. Any ideas on how long the Nasdaq can go before it is officially declared overvalued. I have to believe there is no restraining force on the market except for the FED. I am trying to ignore the "old economy, new economy" debate and try an focus on the fact that the broad based Wilshire 5000 is at a record high. I am taking Mr. Greenspan's at his word that the level of wealth appreciation from stocks has to be curtailed. I take it to mean that rate hikes are coming until the 1-2% of economic growth from stock market appreciation comes to an end. Until this wealth appreciation phase ends, RMBS seems to be one of the better tech stocks to be in. john