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


To: Zeev Hed who wrote (67923)3/16/2001 8:38:55 AM
From: REH  Read Replies (1) | Respond to of 93625
 
Zeev - its been a long time :-)

I am trying to understand why you think the stock might drift down to $ 15.00 (or $ 60 pre-split) looking at the fundamentals 14 months ago and today. It seems to me the fundamentals now are much stronger and if I remember correctly we never anticipated royalty on DDR and SDRAM back then.

I am still amazed at how Electronic News can publish stories that are pure speculation at this point. Granted, the case might not go in Rambus' favor BUT the case has not even started yet. The last order I've seen out of Richmond has nothing to do with limiting the scope of Rambus' patents.

Remember when the same magazine told us Intel was dropping RMBS?

Then we have options expiring today, you would think that could create upwards pressure from shorts covering.

Anyway, it's good to be back on the bu$$

reh/long