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

To: Scumbria who wrote (47878)	7/26/2000 12:02:56 PM
From: Junkyardawg	Read Replies (3) \| Respond to of 93625

And you guys wonder why the stock is tanking... I never said I was worried. I bought more RMBS this morning. Let all you shorts play your games and I will just add each time you do your thing. dawg

To: Scumbria who wrote (47878)	7/26/2000 1:36:38 PM
From: richard surckla	Read Replies (1) \| Respond to of 93625

Scumbria... >>In other words, the vast majority of PIV systems will be SDRAM based.<< But in reality nothing has changed for RAMBUS. What we are seeing today is a overreaction to what was previously anticipated. If the consumer wants to buy a lower cost and lower performance SDRAM system then I would rather that they buy it from Intel instead of AMD. What has changed a whole lot is how this will affect AMD. When they begin knocking heads with Intel and they start to lose market share where will their stock go. While Rambus is the headline for today AMD is also taking a hit. Might be a good time to short AMD?