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


To: Scumbria who wrote (63717)1/5/2001 12:35:52 AM
From: Dave B  Read Replies (1) | Respond to of 93625
 
Scumbria,

The article was talking about lousy P4 sales.

Read the headline and article again. It's blaming slow P4 sales on "lousy PC demand". And as I said before, December is a crappy time to be introducing new products. We already agreed that the PIII would be the holiday system for Intel.

Have you noticed how AMD is up every day this week?

No, I don't particularly follow AMD. But since you brought it up, I checked, and AMD is up 21% since Friday. RMBS is up 18% since Friday. Do you really believe that there's a positive message for AMD in that? To me, these just look like a couple of stocks that have gotten beaten up coming back some.

Dave