Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Zeev Hed who wrote (39094)	3/31/2000 12:29:00 PM
From: Mihaela	Respond to of 93625

I have a bid at $267. That was ~ the price before Mark Edelstone gave his 12-18 month price target.

To: Zeev Hed who wrote (39094)	3/31/2000 12:31:00 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

OTOT, it is interesting to see this "coalesing" (sp.) of recognition by institutional (and maybe retail) investors that the burn rate of many net.coms is just too high to hold them until profits appear. Articles in Barrons, Business Week, much other financial press on the subject. It is like a light suddently went on, it seems. Hey, profits matter.....eventually. This sure feels like a real shakeout. Like you, I see some stabilizing for those firms with good earnings, but I also believe there will be no support (0) for those without earnings and without firmly established future financing. The magic days for those guys are over, I think. So we will see something of a return to rationality on equity pricing, at least in relation to what we have seen over the past 24 months. Fortunetly, Rambus has earnings and a fairly rosey outlook.