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To: Dale Baker who wrote (25403)5/18/2001 10:52:37 AM
From: Raj RamaswamyRead Replies (1) | Respond to of 118717
 
Dale, GX crossed 15 convincingly today...SHORT SQUEEZE is going to happen anytime soon...! Might still close below 15 due to options. But watch out come next week..!



To: Dale Baker who wrote (25403)5/18/2001 10:52:45 AM
From: benchpress550Read Replies (1) | Respond to of 118717
 
Hello Dale

Looking at FHRX, as a possible buy.
stockcharts.com

biz.yahoo.com
They have two strikes against them. High PE and high p/sales.

Any thoughts?



To: Dale Baker who wrote (25403)5/18/2001 12:13:30 PM
From: Arrow Hd.Respond to of 118717
 
Regarding RMBS, they rely heavily on revenues from their licensing of intellectual property. They have been very aggressive on this front and have been quick to litigate. Recently they lost some major litigation efforts including one which included fraud charges. Though there is the appeal process I think from what I have read and know from my own experiences that there is a high probability that these decisions will stick. The bad news here is that current payers to RMBS for their IP could instantly shut down and stop paying based upon these current decisions.
Whether all that is priced into RMBS at current levels is unclear but I would want to access that impact before I would take a position.
Just an opinion, I have no position.



To: Dale Baker who wrote (25403)5/18/2001 2:55:13 PM
From: JohnDRead Replies (1) | Respond to of 118717
 
Re. Rambus;

It has been discussed a lot on the Gorillas & Kings thread since monday or so. I posted a RMBS article from CNBC on the thread and some guy flipped out, claiming it was just a pack of lies, etc. The article had quotes from analysts, and discussed a Fed. suit RMBS just lost. I've no idea if the article is accurate or not, but you should probably read it and the rebuttals written on that thread, if you are thinking of investing~

HTH,
JohnD