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

To: multicollinearity who wrote (43936)	6/10/2000 12:21:00 PM
From: Dan3	Read Replies (3) \| Respond to of 93625

Re: I'll follow your suggestion and read a few hundred posts on the INTC board this weekend.... I'd be interested in your response to a couple of posts I made there: Message 13853774 Message 13854493 Message 13855459 I was hoping for some constructive criticism from the INTC longs, but didn't receive much of a response. Maybe you can show me something I'm missing. Generally, shorting INTC is a terrible idea, but I see the possibility of an ugly 5 months for them around Q4 of this year. Things should get better in Q1 of 2001, but if there are some really scary numbers from INTC in Q4 it would have to move the stock price temporarily. Even if you remain committed to INTC as an investment, at the least you might want to keep some funds available to buy into INTC during this period in case I'm right. INTC puts are very cheap. Another thing, you should re-read Bilow's post: Message 13853059 One of the few arguments for Rambus that seemed to make a lot of sense was that it would be easier to cram additional rambus channels onto a motherboard since it's only 16 bits wide (compared to SDRAM or DDR at 64 bits). If that's not the case, then there is just no reason to ever go with rambus that I can see. Since a good part of the valuation of Rambus is based upon the wildcard of a lawsuit, it's hard to figure out what it will do next. But you should pay careful attention to what Bilow posts - he is an order of magnitude more knowledgeable on the technology than anyone else I've seen post on the thread - most definitely including me. He also lays out his reasoning and provides links to back up his analysis. I'm now back into Rambus puts - even though they are horribly expensive. Dan