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

To: cellhigh who wrote (59402)	10/31/2000 5:54:57 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi cellhigh; Re: "I READ JACKS ARTICLE OVER THE WEEKEND..i thought the market dismissed it as the bullshit it is on monday. sure enough put it on mainsream tv,and there goes the weak hands,i pitty people who trade on cnbc takes on anything." I think that this is correct, that the people who are long term holders of RMBS ignored the article. But a lot of very good traders trade on perceptions, and the perception is that CNBC is influential. I would have to guess that there is a pile of new shorts today, and they are likely to cover if the stock goes against them much. Of course, if there is a pile of new shorts, then there also has to be a pile of new longs who bought the shorted shares, and they have similar worries. But overall, this could be very bullish for RMBS, as the increase in volatility and trading (huge share count today) attracts daytraders, and daytraders tend to cause short squeezes. What I really wonder about is why Rambus hasn't been releasing bullish news as this stock creeps down. They've been pretty good at releasing news at critical times before, I'd be just a bit surprised if they didn't release good news before the market open tomorrow. -- Carl

To: cellhigh who wrote (59402)	10/31/2000 6:02:48 PM
From: capt rocky 1	Respond to of 93625

cell, you got it right. couldn't have said it better myself.rocky

To: cellhigh who wrote (59402)	10/31/2000 7:27:46 PM
From: Kenny	Read Replies (4) \| Respond to of 93625

Cellhigh, I'm confused. I've done some digging. According to Rambus' most recent income statement, the company is already collecting royalties on SDRAM, DDR-SDRAM, and RDRAM. Is it possible that the U.S. Patent Office will take back these patents? Doesn't Rambus own the alternative designs as well? If so,why isn't the financial press reporting this? What's more, the Robinson Stephens analyst said that Rambus would now have to look for other applications. But, I found news releases reporting that Rambus is already shipping RDRAM in Brocade's Silkworm fiber channel, Panasonic's High Definition TVs and Set-top boxes. And evidently, both Sony Playstations and Nintendo currently use RDRAM. Lastly, isn't Intel's Pentium IV using RDRAM exclusively for the first year? What gives?!