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

To: Skeeter Bug who wrote (73887)	5/30/2001 12:19:50 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 93625

There is strong support for RMBS at 10.50. If makes a meaningful penetration of that, or closes below it, we can expect another big drop soon after. On another note, Morgan Stanley just cut next year's estimate to 25 cents from 40. This is based on poor DRAM fundamentals. It also means that RMBS is now trading at 42x 2002 estimates. I am convinced that the only reason RMBS is not already at $5 is because it used to be at such lofty levels.

To: Skeeter Bug who wrote (73887)	5/30/2001 9:51:51 PM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

skeets: should your tangential script be linked to similar streams of consciousness in your thought process, I shall be very worried about you...differential diagnosis: B.A.D., schizoaffective disorder (nahh, that one is Carl), BS artiste, scheister, all around low life. Pray tell, which one is it? So lets discuss "ddr kicking rdram's butt", as you have suggested. Care to speculate about the following? How many DDR based PC's will actually fall into the hands of consumers in 2001, you know, the transaction where some soul actually reaches into their pocket and pays for the product? Of course, this Q excludes the server bznz, but we all KNOW that you were already gonna exclude that, in the interest of transparent discussion. WRT Mu's proclivity to GIVE that (DDR) garbage away, take a look at Mu's margins last Q and wait for this Q's. It will tell the story, unless they continue to cook their books (oops! I just remembered, they DID do that last Q, w/ their silly Micron PC scamola). WRT: "..when was the last time a customer paid a lot more money for something only b/c the lower priced item was being sold at a loss?"...just what the hay are you smokin' there, skeets? WRT: "..oh, and please cite your source that says rdram mfrs are making money..." One of this thread's kings of unsubstantiated opinion asking me for a link? LOL. OK, I'll answer your Q here, even tho' you and I both know that you already know the answer. Here is one of many sources: e-insite.net "...Many DRAM makers are now losing money on certain types of SDRAM. The rush to offload unprofitable product lines could cause some specific shortages, said Dieter Mackowiak, senior vice president of memory sales and marketing at Samsung Semiconductor Inc., a subsidiary of Samsung Electronics Co. Ltd. "There will be a structured shortage," he said. "Everybody is trying to reduce 128Mbit SDRAM as much as possible because it's not a profitable product right now, like EDO or RDRAM." Demand for RDRAM could also outstrip supply this year, even with Samsung, Elpida and Toshiba pledging to boost production, Mackowiak said..." Just my opinion, BP