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

To: Bilow who wrote (74892)	6/24/2001 4:20:48 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Carl, there is a huge difference between those floorless companies (and some where bigger than RMBS, like CYTS, for instance) and RMBS. RMBS still has some $130 MM in the bank, and while the decline in memory prices and the poor state of the PC market may have some impact (possibly bringing earnings to slightly negative if legal expenses are no reigned in), they are far from dead, and I think they could very well fight back. While I do not, yet, see any technical signs of a "Phoenix in the making", I am still monitoring RMBS for such a possibility, maybe even an eventuality. The trick with this and many other stocks is not to fall in love with it, nor hate it so much that one misses major money making opportunities. I do not possess the foresight you have to determine right now that this song has been sung to its end, and that this is a one way street down. Always look at the cash position (relative to burn rate which is still negative) as one major element in the fundamentals of the company, and then, look for surprises (up or down). Strangely enough, Samsung is still not reducing its RDRAM output, if the end was near, we should see leveling and migration to other technologies by Samsung. Zeev