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

To: Dan3 who wrote (59646)11/1/2000 2:37:33 PM
From: Jim McMannis  Read Replies (3) | Respond to of 93625
 
DAN,
RE:"The fundamentals are looking great and (so far) the stock is making little progress - now you know how AMD longs feel."

The fundamentals are based on Lawsuits. Wall Street prefers you make something and it's sustainable. It's similar to Intels gains from investments, looks good but Wall Street is well aware of it being non sustainable and quickly discounts it.

Jim



To: Dan3 who wrote (59646)11/1/2000 3:35:04 PM
From: Kenny  Read Replies (2) | Respond to of 93625
 
Dan,

What is it about Rambus' DDR patent that makes you believe they will be rendered invalid?



To: Dan3 who wrote (59646)11/2/2000 3:21:04 AM
From: Dave B  Respond to of 93625
 
Dan,

I found the news to be a real stunner and dumped my puts at the open.

Congratulations to those who forecasted this correctly.

Good post.

Dave


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