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


To: starpopper who wrote (4971)6/24/1998 10:48:00 AM
From: Ian@SI  Read Replies (1) | Respond to of 93625
 
Ian, how do you like how your thread has taken off??!!...

Actually, I don't regard this as my thread. :-)

Thanks for the heads up last year, ...
Congratulations, presuming that you actually turn a profit.

This stock is far too volatile for me. I have difficulty understanding the basis for its valuation when the investment bankers and RMBS owners only wanted $12 a share; gave INTC warrants to buy 1M shares at $10 each; and competitive alternatives have continued to progress. In addition, FCRAM appears to be a revolutionary new architecture, that could change the need to pay RMBS royalties - not likely to be a factor before 2001 or so.

All in all, too much risk for my peace of mind or Money.

Best wishes to all,
Ian