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: blake_paterson who wrote (45524)	6/22/2000 3:47:00 PM
From: Tulvio Durand	Read Replies (2) \| Respond to of 93625

Am going from memory that about year ago IBM was leading a consortium of half dozen companies in a competing high-speed chip-to-chip data transfer technology that was purportedly cheaper, better than Rambus'. Anyone have recollection and/or reference. Thanks. Tulvio

To: blake_paterson who wrote (45524)	6/23/2000 11:23:00 AM
From: Rob S.	Read Replies (1) \| Respond to of 93625

Thanks Blake - very interesting article. I shorted RMBS yesterday evening in the after-market at around 137 and covered this morning. But as I've learned of the details, (I admit I have not boned up on them much before this - mostly playing by the numbers), I find it astonishing that RMBS has locked up the entire spectrum of advanced memory interfaces. I went long on a small number of shares. Although I think the stock is highly charged and technically over bought, riding on the gravy train still looks possible. Next stop? What more good news can propel it up? Probably the late reports from the hind end looking "ANALysts".