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


To: jim kelley who wrote (60051)11/3/2000 2:29:50 AM
From: The Prophet  Read Replies (2) | Respond to of 93625
 
Just another reason The Prophet loves Dan3:

To: sylvester80 who wrote (59276)
From: Dan3 Tuesday, Oct 31, 2000 8:49 AM ET
Reply # of 60051

Re: Ha ha ha ha...
Hysterical laughter? Are you becoming a little nervous or uncomfortable?

It's looking like Rambus may well ride out of the Year 2000 at the same $16 per share price it rode in on. If they were going to sign anybody, they should have signed Elpida by now. Wafer starts for Elpida are in-process.

Do you have a contingency plan for your investments? If you are a strong believer in the Rambus lawsuits it would make sense for you to continue to hold a big position for your hoped for string of court victories. Just don't put too many of your eggs in this (or any other) single basket.

The determination with which all of Rambus's customers are developing any and every alternative to using anything related to Rambus should be a pretty strong sign that Rambus isn't going to be a long term player - and may not be a short term one, either.

Somebody has been offering support for Rambus at around $53 (Eddlestone at Dean Witter?) If that group becomes gorged and regurgitates those Rambus shares back into the market, things will happen very quickly. Look at a 15 minute chart and consider the volume on the two drops yesterday - when this one goes, it goes fast.

Dan

Message 14693118



To: jim kelley who wrote (60051)11/3/2000 8:07:37 AM
From: sam  Read Replies (3) | Respond to of 93625
 
07:52 ET Rambus (RMBS) 50 5/8: Morgan Stanley analyst Mark
Edelstone reiterates his STRONG BUY rating and $200 target
price; believes Samsung licensing agreement should force remaining
DRAM makers to cave in; raises 2001 estimate to $0.55 from
$0.45 on likelihood of additional licensing deals.