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


To: mr.mark who wrote (4253)5/20/1998 9:28:00 PM
From: Gary Wisdom  Read Replies (1) | Respond to of 93625
 
mr. mark, I both agree with you and disagree with you. <ggg>

1. Yes, it is a fact that market makers are hosing the little guy on this stock. Ever notice that 90% of the day, the stock trades flat, but there are 1 or 2 upward or downward spikes at the beginning or end of the day, on very little volume, that moves the stock a minimum of $1. That is manipulation.

2. If there were buyers, the market makers couldn't do this. But they have sapped any interest out of this stock as it has traded basically in a $4 range all year. Not much of a trading stock, nor one that anyone has any "urgency" to buy.

So, I disagree with you about the market makers, but agree with you that if there were buyers, this shit would never happen.

Ok?



To: mr.mark who wrote (4253)5/21/1998 7:28:00 AM
From: REH  Read Replies (1) | Respond to of 93625
 
I agree there seems to be few buyers - there also seems to be few sellers. My theory is that the very little volume probably is generated mostly by influential MM's. They don't seem to sway the masses though. I also believe a large number of existing shareholders got in at prices well above 40-45 and are holding out for what they believe will be a strong upside - I'm one of those.
We're also dealing with a difficult stock here and it's hard to understand the ramifications of both the technology and the Rambus-business model.
I truly believe that a lot of potential rmbs-investors will see the light when products start to come to market and we move to the next generation power-PC. News that rmbs-parts and designs are applied also in TV and DVD-devices will definetly help.

It's a lot easier to relate to Microsoft, Intel, Dell, Compaq and the like as you see these products all over the place. Very few people actually understand what happens "inside the box".

Maybe rmbs themselves can help by explaining their technological designs and the effect of their licencee-agreements in layman's terms - a big job for their PR-department. They might also want to inform more of new development. Even their own web site is not up to date as far as press-coverage and we all know information is king!

People I've talked to in the business, and specifically people in the memory business (I spoke to quite a few last week in Europe) firmly believe the future belongs to Rambus and RDRAM. People I talk to outside the computer industry have no idea what rmbs is all about.

I don't dear sell my rambus holdings at this point because I do not want to miss the upside when rmbs's enormous potential is realized by the Financial Industry (who actually should read this thread were there seems to be more knowledge about rmbs than anywhere else).

On the other side of the coin: Intel might loose the fight for rmbs-design to become standard but I really do not want to bet against Intel.

reh