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


To: Spike who wrote (3074)2/18/1998 7:56:00 AM
From: Lorenzo Perez  Respond to of 93625
 
It seems to be some player went out yesterday. I have losed a lot of money in the past getting out of a good stock when it headed south temporarely, and them I missed the real run up.
The button line regarding Rambus is on yesterday news by himself:

"We are pleased to see Rambus deliver the Direct RDRAM interface
design on schedule," said Peter MacWilliams, Intel Fellow and Director
of Platform Architecture. "This is an important milestone to support
the transition from today's PC100 SDRAM to Direct RDRAM beginning in
1999, reinforcing that Intel's main memory roadmap is right on track."
Intel in 1996 disclosed its plan to use Direct Rambus technology
for PC main memory. Volume production of PC main memory devices is
planned for 1999. In total, work is progressing at 10 different logic
IC companies on providing Direct Rambus interface logic for computer,
communications and consumer electronics applications.
"This is the start of the Rambus-PC era," said Jim Handy,
director and principal analyst of Dataquest's Memories Worldwide
Service. "Intel has expressed their intent to use Rambus for future PC
generations and with the release of this specification, DRAM
manufacturers can now proceed with the part that Intel wants. The role
Rambus has taken assures OEMs that they can change DRAM suppliers
without having to worry whether or not their memory systems will still
work."



To: Spike who wrote (3074)2/18/1998 8:09:00 AM
From: Lorenzo Perez  Read Replies (3) | Respond to of 93625
 
By the way, the yesterday's volume was up just enough to justify the fall in the price that was similar on other tech-stocks traded at NASDAQ like CTXS -3 1/4, MSFT -3 1/8, LSCC -2 15/32. Profit taking?

Now, watch out for premarket trading. When a stock close down as RMBS did yesterday, MM and shorters used to trade a few shares 1 or 2 point down before openning to provoce panic and massive sell off. If that is the case today, we'll have another opportunity to load in and make a quick profit on today's Rambus trade.

Good luck



To: Spike who wrote (3074)2/18/1998 11:55:00 AM
From: K. M. Strickler  Read Replies (1) | Respond to of 93625
 
Spike,

You are absolutely correct! I couldn't agree with you more on the choice of RMBS for the 'new' technology.

But -- tempering your responses might not put people 'off' and those could learn from you!

Regards,

Ken