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To: Lucretius who wrote (18789)3/17/2000 11:22:00 PM
From: jttmab  Read Replies (2) | Respond to of 42523
 
Speaking of Rambo [RAMBUS], I just finished doing a periodic read up on the status of technology. Haven't done one in a couple of months and thought it was time to brush up. The future for RMBS looks far worse than it did a couple of months ago despite the share price. Testing on the memory isn't going all that well, yields are pretty abysmal; pricing is obscene; the Intel chipsets aren't performing as well as the old 440BX; PC133 is performing pretty much on par with the current generation. So why the heck isn't everyone talking about shorting the heck out of RAMBUS?

Regards,
jttmab



To: Lucretius who wrote (18789)3/18/2000 10:30:00 AM
From: MythMan  Read Replies (6) | Respond to of 42523
 
anyone care?
cnn.com



To: Lucretius who wrote (18789)3/20/2000 8:33:00 AM
From: pater tenebrarum  Read Replies (2) | Respond to of 42523
 
see Fleck's rap re: MU...

btw, it seems we're in for a Monday party...

on Friday we has record volume in individual equity calls, and absolutely horrible p/c ratios...not that it matters any.