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


To: jim kelley who wrote (50077)8/16/2000 11:33:19 PM
From: Pluvia  Read Replies (2) | Respond to of 93625
 
jim...

I guess I'll pass on your shorting proposition until you can come up with something solid.

Jim, your arguments are based on:

1. A settlement - of which you don't know the details...
2. Opinions about information passed at JEDEC meetings that you know nothing about...

Which makes sense... Since your investment in RMBS is based on valuation of revenues you hope they achieve in 3-4 years... Based on RDRAM that ain't selling and IP that is unproven...

Sounds like you have a bunch of stuff to hang your hat on - clearly you're smarter than I thought...