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

To: Jim McMannis who wrote (39726)	4/12/2000 7:53:00 PM
From: CoffeePot	Respond to of 93625

I think its fair to say last Q's #'s are not reflective of what's to come......the real story will unfold in the next couple quarters as RDRAM production ramps up.....by how much is yet to be seen.

To: Jim McMannis who wrote (39726)	4/12/2000 7:57:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

Jimmy Mac, considering the volatility of RMBS stock, all it needs is one whiff of good news before it jumps back into the 300 range again. But then again, a few months ago RMBS was considered "overvalued" at 90. I should know; I remember trading RMBS between the 60 and 100 ranges. By the way, why is AMD, the new "industry darling," currently looking for employees with Rambus experience? Tenchusatsu

To: Jim McMannis who wrote (39726)	4/12/2000 8:56:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Jim, if memory serves, you are typically more analytical than just "Bam". I for one would be interested in a bearish point of view which is predicated on analysis of this situation rather than just "bam". To make life easy on you , the bullish case held by bulls on this thread is that eventually RMBS would be a dominant force in the IP business for future high speed memory, and other systems. People have come with estimates in the range of $2, $5, $10 in 2000, 2001 and 2002. You must have estimates that are broadly diverging from these, unless of course, it is simply "Bam". My colleagues on this thread have fun with my own GTC (to buy) at $122 for RMBS, and that has been fine, since no one used degrading language in so doing. Your appearance has been like that of a vulture sensing the presence a wounded stalion in the desert, so don't be surprised if you meet some sarcastic "resistance. I am sure that if you make a "Bamless" case for your position, you'll find many of us willing to engage in rational deliberation of your case and of course, the respective opinions each of us hold on this stock. I am looking forward to a rational debate. Zeev