SI
SI
discoversearch

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 : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: Bobby who wrote (1730)11/20/1997 1:55:00 PM
From: OrionX  Read Replies (1) | Respond to of 60323
 
FWIW, IMO rmbs is WAYYYYYY overpriced by all stretch of the imagination. When you figure that they may make earnings of 0.23 FY98, it certainly looks like H&Q and any other house is manipulating this stock on pure speculation. If we were (I WISH!!!) to have the same kind of analyst support trumpeting Sandisk, well then we should be looking towards a price of $500/share for SNDK!!!! Dreams are free!



To: Bobby who wrote (1730)11/20/1997 2:18:00 PM
From: Mike Winn  Read Replies (1) | Respond to of 60323
 
RMBS is up 13!!!! It's insane. At 100 per share, this will be a 2.4 Billion company. Who will pay that price?



To: Bobby who wrote (1730)11/20/1997 5:17:00 PM
From: limtex  Respond to of 60323
 
You have to look at the sales of insiders re RMBS. They've no doubt got a good product when it starts to be delivered but look a the RMBS file to see the proposed changes in the capital structure. See if the senior management have or have not sold large amounts of stock in the last few months.



To: Bobby who wrote (1730)11/20/1997 5:55:00 PM
From: limtex  Respond to of 60323
 
Take a look at the thread :"RMBS - Time to short Rambus"

Lockups additional shares coming on the market etc. Its very interesting.