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Technology Stocks : RAMBUS: Time to Short RMBS? -- Ignore unavailable to you. Want to Upgrade?

To: Fred Fraschetti who wrote (55)11/21/1997 10:16:00 AM
From: Ken M  Read Replies (1) | Respond to of 58
 
Fred

How was your vacation on the dark side of the moon?



To: Fred Fraschetti who wrote (55)11/21/1997 3:36:00 PM
From: Scott Maxwell  Respond to of 58
 
It's definitely a high-flyer. Value depends on perception of security and volume of future (2+ years away) royalty stream, so it's particularly susceptible to mood swings based on scant or no real information. The current price is nowhere near the highs; shorting it might be reasonable for a mixed portfolio, but it's not overvalued by more than 100% here (IMHO), as I like my shorts to be, and the company's management and accounting are first-rate.


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