Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Zeev Hed who wrote (77724)	8/19/2001 12:42:16 PM
From: Don Green	Read Replies (2) \| Respond to of 93625

Zeev> if they "RMTR" do not raise some cash fast, they may indeed be "dead meat". If "Bell Labs" is having problems raising cash, should there really be any doubts? vegan.com Don

To: Zeev Hed who wrote (77724)	8/19/2001 2:49:40 PM
From: NightOwl	Read Replies (1) \| Respond to of 93625

Haaa Haaa Hooo Hooo! Sure looks like a "death spiral" to me. Zeev Oh that was priceless Zeev. The Irony is just tooooo much! I don't think I can take any more... No wonder CB is The Legend of the known RMBS world! Hooo! If this is what passes for DD among the "Literati" of The Bussers, can there be any question as to the class action outcome? I am going to file my own class action against The Bus Company! NO MORE TAX MONEY TO PAY FOR REDICULOUS RMBS TRIALS OF THE OBVIOUS! <Hoo Hoo> Save the cash, just shove the sucker over to the side of the El Camino and make a Diner out of it. Oh please keep this up through Wednesday at least. I'm backing up the truck on RMTR and would just love to do it at $1.75. ...No wait!!! Why stop there? Lets go all the way and run RMTR down to Dave B.'s $1.08!! After all if Tate and INTC can steal a ticket on your "Mighty Morphing Power Bus" for, what is it now $5/sh? $2.50? I should be entitled to a "tiny" 50% discount off market for RMTR shouldn't I? <VBG> Say Dave B! Wake up! Your "Hyperbole Noting" has paid off. Welcome to the new "West Side Ramtronian INN!" 0\|0 P.S. To Estephen: Have you copyrighted that "idiot copy cat" label or is it public domain? <Hoo Hoo>

To: Zeev Hed who wrote (77724)	8/19/2001 3:56:51 PM
From: NightOwl	Read Replies (4) \| Respond to of 93625

Hi Zeev, I hope you haven't taken offense at my original reply. But you will have to understand the true depths of Ferro-IRONY which your comments would inspire in any long time resident of The INN.<g> Go back about three posts under Don G's handle and select one of those chart links he gave. When you get there make sure you bring up a 5 year format. Somewhere around December 1998 you'll see the beginning of a huge tanking of eye popping proportions. Then you'll note a significant period of bouncing around on the bottom - meaning the bottom of the chart frame. Then, assuming its a competent chart site, you'll likely a triangle or carrot of some sort denoting a "split." This would be not only a "reverse" split, but a reversal of massive 5/1 proportion. If memory serves - and I assure you, it serves - that produced a shares outstanding count of @12.5 mil. Then if you search a news site for "RMTR" around the end of 1999 and early 2000 you'll see that 12.5 mil was diluted by an acquisition of the Mushkin memory distributor and by IFX. Thus the dilution of which you are concerned, has been underway for some time now. But before you leave the news link, go back to January 1999 and see if you can find the "death spiral" that you are forecasting as a future event. It was an experience I certainly won't forget.<vbg> I doubt that RMTR will either, since it cost them their CFO and ultimately their CEO. In any case the "death spiral," in my view, is off current management's radar screens. Perhaps, I would be "doubtful" of this fact if RMTR management had a track record for fraud comparable to Avro and Tate's, but I have no evidence of that. But I believe these disclosures are only the sexiest bits of negativity of which Ramtronian Mom & Pops are aware. There are others of more pedestrian variety, but I will leave those to Mr. Burns to discover. In any case, it looks like IFX is going to have an unallocated $7.5 mil soon enough. All things Ironic being considered, I'd say that if RMTR should need more cash before Q1 '02, which I doubt, I would suspect that they would be more than happy to take another 25% interest in RMTR's IP. But that's the most credible worse case scenario I can come up with. ...As I have said before, if one must invest in a memory company, you won't find a better value than RMTR at under $3/sh. And by the end of the year RMBS will be looking up at their share price. But why this is true, I will leave to the more industrious Mom & Pops to discover. 0\|0