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

To: jmanvegas who wrote (14539)	1/28/1999 8:52:00 PM
From: REH	Read Replies (1) \| Respond to of 93625

we're next resitance: 80 3/8 Floor 1: 77 Floor 2: 75 BUY reh

To: jmanvegas who wrote (14539)	1/28/1999 9:44:00 PM
From: CarlY	Read Replies (2) \| Respond to of 93625

jman: My take on rmbs is everybody agrees it's a great stock in the future. But what it really hurt the price was the CFO's comments that the earnings will be flat for the next two qtrs. So, from a mass psychology point view, people will say:" uhmm, two qtrs, that's a long time. Why don't I get out now, even at loss, to try some hot internus stocks and then come back". That's what's happening. But guess what, these people will also keep their eyes on rmbs and will just on board once the train starts to leave the station. And it will just fast and that will drive prices up very quickly. The question is, what do people consider a serious departure signal will be. Obvious news release from various partners won't help as that's what happened last two weeks. The most direct signals could be one of the following: 1. A possible revised earning schedule released officially or unofficially by rmbs or analysts. 2. First shipment of rmbs pc 3. First royalty payment 4. A upgrade from wall street(but this may not happen before other signals) Any other thought on the signals? -carl PS. I enjoy reading your posts a lot. It seems that you have a good sense of what will happen based your years of trading experience. People in this thread are really nice and really share a lot of insights and knowledge, which truly separate this thread from many others. I love to read all of you and other fellows' posts. Great job and keep on! Many thanks.

To: jmanvegas who wrote (14539)	1/29/1999 8:07:00 AM
From: Alan Hume	Read Replies (3) \| Respond to of 93625

Hi Jeff, I have given this subject much thought in the past 24 hrs. My take on it is that RMBS is about to tank : Big Time Here's my thinking: RMBS publicly held shares are mostly in the hands of institutions. Institutions normally are privvy to info long before Joe Public. Edelstone, when he downgraded RMBS recently already KNEW that Caminio would probably be late. This information was probably confidential, so he could not publish his real reason behind his decision. Normally an analyst would not downgrade a stock with a massive upside potential when it had reached a target, but revise the target price. There is never smoke without fire, so the rumor of Caminios' delay will either confirmed or denied at todays meeting. The sudden and inexplicable drop in RMBS price this week leads me to believe that the rumor is true. If so putting us back 3 months would give us a stock price as per end of October : the low 60's Is there a flaw in my logic?? Alan