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

To: KM who wrote (82435)	5/19/2002 3:26:08 AM
From: NightOwl	Read Replies (1) \| Respond to of 93625

KM, Looks like the March numbers are all in and you still have some "big" money company on this wager. I only see a couple of sellers who might fall into either the "Fed Up" or "Panic" category. ...And it will be a major <Hoo Hoo> to watch the open after the Circuit Court opinion no matter what they decide.<g> nasdaq.com`&symbol=RMBS`&selected=RMBS Total Number of Holders...........................110 Total Shares Held....................................16,963,826 % of Shares Outstanding..........................16.99% Total Value of Holdings.............................$122,987,739 Number of Buys.........................................36 Number of Shares Bought..........................1,968,040 Number of Sells.........................................49 Number of Shares Sold..............................3,342,839 Number with Activity..................................85 Net Activity...............................................(1,374,799) Total Activity.............................................5,310,879 Number of New Buyers..............................10 Number of Shares Newly Acquired.............395,358 Number of Closed Out Positions................14 Number of Shares Closed Out...................1,246,424 Of note:..................................Rpt Date.....Shares.....Change......%Change....Value MORGAN STANLEY DEAN ....3/31/2002....329,244....(542,870)....(62.25%)....$2,387,000 UBS WARBURG LLC..............3/31/2002....18,005......(86,902)......(82.84%)....$131,000 Possible "Fed Up" Sales? RENAISSANCE TECHNOLO....3/31/2002........0..........(426,400)....Sold Out.....$0 WATCHPOINT ASSET MAN....3/31/2002........0..........(640,000)....Sold Out......$0 Hangin' Tough? PRIMECAP MANAGEMENT ...3/31/2002....2,800,000.......0............0.00%.......$20,300,000 BARCLAYS GLOBAL INVE.....3/31/2002....1,930,774....83,625.......4.53%.......$13,998,000 VANGUARD GROUP INC........3/31/2002....1,356,305....78,894.......6.18%.......$9,833,000 0\|0

To: KM who wrote (82435)	5/19/2002 9:18:34 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi KM; Re: "It's a gamble I am willing to take with shares bought in the 5s and 6s. My guess is that everything short of Armageddon is priced in already." You already guessed that. A KM Rambus quote extravaganza: KM, October 1, 2000, RMBS at $78.938 Hey Don: Life is too short to read through all the horse manure on this thread any more. Anything significant going on to change the story other than the usual FUD? Chart still looks okay. Sorry to be so lazy. Thanks. #reply-14491206 KM, November 14, 2000, RMBS at $62.625 Here's a snippet from Adam Lashinksy's column today quoting rather bearish comments from Edelstone regarding potential negative growth for Intel next year. Could someone tell me how he can be so bearish on Intel and so bullish on Rambus? I'm finding it hard to reconcile although Rambus is still one of my one or two favorite stocks. Its easily discernable chart patterns have sustained me through the last few days of this market BS: ... #reply-14803580 Hahahah. I thought Edelstone was better than most. They annoyed me today (MSCO) by selling a ton at 61 3/4 and soaking up a lot of buying push. Barry, I have to admit I'm pretty lazy on the fundies here right now. What's the downside, if any? Have we put to bed all this horse caca about Intel offloading the Rambus commitment? #reply-14810195 KM, November 25, 2000, RMBS at $56.750 ... On the bright side, back to the subject at hand, Rambus is setting up very nicely for a good move up it would seem. The chart is constructive. The move to 50 was quite the buying opportunity. #reply-14879231 KM, November 29, 2000, RMBS at $42.063 I just got hit at 37 1/2. Shit. Where is this going to end. #reply-14908820 KM, March 12, 2001, RMBS at $35.250 Anyone notice this has made a significantly higher low? Positive divergences are few and far between in this market but here's one. #reply-15487131 KM, March 17, 2001, RMBS at $15.800 Zeev and all: I can't read through this whole thread but thinking in a contrarian manner, at 16 or so, is Rambus appropriately priced as a company which derives its income from the sale of the RDRAM and nothing else, even though that's a worst case scenario? My guy read the opinion and opined that it was pretty bad, and appeal-proof. He's not the final authority on this but he does have experience in those courts. They're "zeroed out" was his term. But, it's still just one case. I'm thinking about a pure speculative play in some cheap calls. Everytime Rambus is declared DOA and the funeral is held, there seems to be yet another monster squeeze in the offing. ... #reply-15520435 KM, April 30, 2001, RMBS at $17.000 Now that will probably present us with the buying opportunity we've been waiting for. I guess the question now is, what happens to the other deals they have for royalties with other parties and what is fair value for the stock for RDRAM only. That's something I can't figure out any more. Maybe someone can help me there. #reply-15736807 -- Carl