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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: Trader J who wrote (9927)	2/25/1999 6:24:00 AM
From: unclewest	Respond to of 56532

RMBS i posted this to the rmbs threads today. according to all the latest press announcements, rmbs now owns the complete pc line, desktops, laptops, servers, high end, low end, the new sony playstation, nintendo 64, panasonic copiers, dvd, multi-function devices, scanners, texas instruments telephone equip. in addition, according to matsushita,hitachi, sony, and rmbs many many other new products are being designed for rmbs rdram. now the analysts are bumping up near term earnings projections by 30% and predicting 100% annual growth. all of this we diehard longs have expected, the difference is now it is sooner rather than later. virtually the entire computer industry is lined up to support rmbs rdram and we now have a date to begin the changeover. september. the competition must always be looked at: sldram is dead, the consortium folded last week. ddrdram cannot go anywhere without intel support and intel says they will not support it. since intel makes over 80% of the world's pc chipsets and they are only going to support rmbs. rmbs it is, and ddr has very very limited use potential. institutional share buying is also up dramatically (+2 million shares last month) as reported by fidelity and marketwatch. all of the above has been verified in the last 10 days by a very wide variety of very reliable sources. rmbs rdram will go from being in zero to 90% of all pc's in the next 2 years. the share price is 40% below the high. why? 2 reasons i can think of: first, most investors still don't know about rmbs. if they have just started reading all the press (hard to miss it this week) they may be put off by the second reason...high pe. actually i can think of a third. rmbs is currently followed by only a handful of analysts(that imo is about to change). now with the analysts who are following the stock ramping up earnings projections and a firm rdram release date of september from intel coupled with the relatively low float, look out. this si rmbs thread could work for the cia. we have down a great job digging out and analyzing info from a great variety of sources. nothing has been missed. every morsel of info has been dissected, examined, analyzed, reported on, and filed away for future reference. i was very happy to read the company reports yesterday. this is a verification i needed. rmbs is not known for press releases. the intel press releases this week and the reports from the idf this week and the reports from all of the 50+ companies involved in the switch to rdram put everything in place for me. i am presently 40% in rmbs. that will change to 80% today. unclewest