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


To: Ibexx who wrote (3329)3/24/1998 6:13:00 PM
From: dougjn  Read Replies (1) | Respond to of 93625
 
Ibexx, my summary of Rmbs potential to my buds on the Lor/Gstrf threads.

exchange2000.com

(BTW, if you aren't aware of Lor/Gstrf (you know, global satcom cellular service, starting next year), I suggest you look into it. While not super cheap here, they are also not overvalued either.

Similar quasi lock on a future el dorado cash flow, which is somewhat over the horizon for classic wall street valuation/recommendation models.

The best way to check out is to look at the threads to find Geoff's Web site. There he summarizes the last year of postings, and all of the objective information.

Doug



To: Ibexx who wrote (3329)3/24/1998 8:21:00 PM
From: Don Green  Read Replies (1) | Respond to of 93625
 
Where do we go from here.

Seems to me that Rambus is shadowing Intel. So I think as long as Intel is a laggard in the market so is Rambus. Their close ties seem to have interconnected their futures.

I have also noticed that Rambus is drifting lower on very little volume. When it does move up, (not too often recently) it does so with great volume and speed. So, unless Rmbs pre-announces negative earnings or the market or Intel tank I think Rambus will loiter at this level for the time being. Just a thought...
Don