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

To: multicollinearity who wrote (38371)	3/18/2000 5:03:00 PM
From: Zeev Hed	Read Replies (4) \| Respond to of 93625

Multico, i think that it is important to understand that by the time the news appears in print, smart money has already reacted to it. I am trying to understand the reason for the current (temporary or not) change in trend, we have expected positives such as announcement of new licensees in the telecom business, new producers of RDRAM coming on line, lower cost of packaging and possibly RDRAM, an expected "LSI announcement" on one side, these are all potential positives, and I feel well discounted in the current price. On the negative side we have the perceived loss of the Nitendo and MSFT x-Box, problems with the memory card on some PSII, and not much of a very strong endorsement from users of RMBS units, that while DELL has been shipping these in quantities. Oh, and I forgot, a 5% plus owner disposing of about 10% of his stock not that I attach any importance to that, but wait until the real bears make a story of this one). Could it be that any of these potential negatives is not yet in the price, could there be problems with units in the field (typically, any new technology has such understandable hickups, why should RMBS be different?). These are the kind of questions on which we get answers long after it is too late. We did not discover the problem with the i820 until RMBS dropped from 117 to the low 90' last year, and when the problem became known publicly, we lost another 25 bucks in less than a week (and that was not a bad time to buy, when blood was running in the street). Zeev