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.

Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (44246)	7/9/2003 2:34:35 AM
From: IQBAL LATIF	Read Replies (1) \| Respond to of 50167

<<Time to part? RMBS or ARMS I've had a long affair with Rambus, but it's time to reevaluate. The technology risk requires a substantial margin of safety, and I'm not convinced that there is explosive upside from the current prices to justify that risk. Other investments (such as ARM, with a more clearly visible value chain) appear to offer more understandable and attractive rewards for the risks. All this leaves me leaning -- but not absolutely determined -- to sell all or some of my stock (though not within five days of this publication, due to our best-in-class trading guidelines and disclosure policy). I did buy some put options as a hedge against the stock falling after its quick rise, but that may just have been putting off a decision that must be made. >> Rambus was the tech story of 2000. Its stock rocketed, then plummeted, and has since recovered partly. All the while, the business survived and the company continued developing new product lines. Yet today, the potential reward may not justify the risk. fool.com