SI
SI
discoversearch

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.
Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (861)6/18/2000 1:54:00 AM
From: Mark Fowler  Respond to of 57684
 
Liz, Ask Victor about Rmbs.



To: Lizzie Tudor who wrote (861)6/19/2000 1:16:00 AM
From: Libbyt  Read Replies (1) | Respond to of 57684
 
>I've got to figure out this rambus news! Anyone care to synopsize... please do.<

Hi Lizzie,
As far as I can tell the news is considered huge by some who follow Rambus. I have followed Rambus only through some of Victor's posts on AMZN, but I bought a very small position in Rambus last week when it was having a down day. (I bought mainly for the stock split.)
I read this message on another board: "....similarities between QCOM and RMBS, both in terms of their extreme volatility, their susceptibility to market and analyst sentiment." I would have to agree that RMBS is very volatile, and not a stock that I have a great "feel" for...but my first reaction is that there must be something significant about this news, and the amount of shares traded on Friday. (other than shorts covering their positions). I plan to hold my very small position in this stock, and try to take some dramamine...LOL....and just hope it continues to do well.
Just IMO....and as I've stated, I'm not an "expert" on Rambus!!!
Libbyt



To: Lizzie Tudor who wrote (861)6/19/2000 1:59:00 PM
From: fedhead  Read Replies (1) | Respond to of 57684
 
RMBS news is huge. Toshiba is going to make royalty payments to RMBS for their technology. If others follow
suit this is the similar business model to QCOm getting
royalty payments for CDMA. The big if is whether companies like MU will fall in line. So far they have resisted.