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

To: jim kelley who wrote (43440)	6/5/2000 11:21:00 AM
From: pompsander	Read Replies (2) \| Respond to of 93625

I just got through reading 150 posts from the past three days. I am now convinced that Rambus is bad and will soon be dead, dead, dead.<g>. Trouble is, darn stock keeps going up. Investors must be very stupid to keep buying this dog <g>. Don't they see that it can't make any money with only 60% margins, almost no infratstructure to support, all those Sony playstations and cloned products coming out, Intel support, IBM/HP/ Dell/Gateway products being sold about as fast as they can be produced and an ITC decision pending. Fortunately, today the stock is only up a little, as it is clear investors have finally got their heads screwed on straight. Won't they ever learn? EDIT - stock now down! Rational market works.

To: jim kelley who wrote (43440)	6/5/2000 11:28:00 AM
From: blake_paterson	Read Replies (2) \| Respond to of 93625

Some economists think memory prices are not going to continue to rise. If so, should be good for the conversion to RMBS production? dismal.com <<The inventory overhang in memory chips had been completely absorbed by March. Prices stabilized late in the month, and were firm throughout April. The long-term trend of capacity expansion and manufacturing innovations will maintain prices near the unit cost of production for mature products. SO A REBOUND IN PRICES IS NOT EXPECTED TO LAST BEYOND MAY.>> (my emphasis) BP