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


To: Ibexx who wrote (16522)2/23/1999 4:12:00 PM
From: Barry Grossman  Read Replies (1) | Respond to of 93625
 
Ibexx,

I agree.

Nothing new here but the ill-informed started selling as soon as they read this. Note the fall-off at 3:15 pm est.

tscn.com

I think we'll just have to wait for some real news.

It WILL come.

Barry



To: Ibexx who wrote (16522)2/23/1999 4:16:00 PM
From: Roads End  Read Replies (3) | Respond to of 93625
 
Ibexx…Did you notice the subtle change in the wording of the Camino release coming out of the Robbie Stephens Conference. It is no longer the third Q but is now the second half of 1999. New PC products are always shipped in the 3rd Q to meet the back to school and Xmas demand. No way is a new product going to be announced and released late in the year that would eroded sales in this important selling season. To me this suggests it will be early in the new year before RMBS PCs are on the market and of course a month or two or three further delay before the income stream begins in earnest.
Steve



To: Ibexx who wrote (16522)2/23/1999 4:16:00 PM
From: Logain Ablar  Read Replies (1) | Respond to of 93625
 
Ibexx:

Found this not sure if its been posted

Message 7984758

Tim



To: Ibexx who wrote (16522)2/23/1999 4:17:00 PM
From: KM  Read Replies (2) | Respond to of 93625
 
Well, some of those less cerebral investors must have more money than brains, then, as I saw 40k dumped in one block the other day under 61.



To: Ibexx who wrote (16522)2/23/1999 4:23:00 PM
From: MulhollandDrive  Respond to of 93625
 
Ibexx,

>>Seems to me it's Much*Ado*About*Nothing, except
that the brokerages and sell-side analysts have been playing on the
emotions of the less cerebral investors/traders.<<

Exactly. The major damage was done after the warning, so if any investors were looking for anything different on the ramp front they were disappointed. I'm more interested in hearing about new licensees going forward..:)

bp

bp