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

To: multicollinearity who wrote (72926)	5/15/2001 1:54:51 PM
From: Sully-	Read Replies (1) \| Respond to of 93625

Good post Multico. Even though I believe RMBS will prevail eventually, I took action to protect profits (I sold 90%+ in my retirement account before the breakdown & wrote covered calls in my regular account). I plan on continuing my DD before adding/selling. One needs to be open to those with opposing views, even FUD, when it is having an affect on a stock. FWIW, my point of contention on this thread is with those people who insist on disrupting the thread intentionally to limit/stop relevant discussions both pro & con RE: RMBS......... and who also use lies, deceit, manipulation & FUD as a tool to sway opinion. Unfortunately this thread has more than it's share of these types & relevant discussions both pro & con are lost in their constant din. Ö¿Ö

To: multicollinearity who wrote (72926)	5/15/2001 3:42:29 PM
From: Bilow	Respond to of 93625

Hi multicollinearity; Re: "At this point in time, I believe that pretty much everybody on this thread is posting only what they truly believe to be an accurate description of current conditions." If I remember correctly, I've called the longs "morons" a lot more times than I've called them "liars", so the above statement is not much of a change in my outlook. The basic problem with this stock is that the success of Rambus and RDRAM are extraordinarily complex issues that are subject to easy simplifications. It's not possible for mom and pop to understand the complex issues that design engineers use to decide on what memory technology to support. Similar for the complex relationships between the memory makers and their "hype" press releases. At this time, people who are inclined to believe Rambus management about the eventual success of RDRAM should think carefully on what Rambus management said about the strength of their patent position in SDRAM. Just like the "next mainstream memory" issue, and the "best technological solution" issue, Rambus gave a very one sided, simplified and incorrect analysis of their patent position. The investors paid the price. -- Carl P.S. What is this, another close a few pennies over a new 2-year low? Surely this will stop soon. But the stock is now within a buck of single digits, and still is showing charting signs of massive institutional selling (i.e. the "stair step" formation).