Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Zeev Hed who wrote (17740)	3/24/1999 5:18:00 PM
From: KM	Read Replies (1) \| Respond to of 93625

Zeev, have you bought any yet for this move?

To: Zeev Hed who wrote (17740)	3/24/1999 5:18:00 PM
From: Mkilloran	Read Replies (1) \| Respond to of 93625

Zeev....the real action for RMBS will come late in 1999 and into yr2000. As people start to see real earnings everyone will want to get on the bus at much higher prices. The early riders get a cheap seat...the late commers pay more and have to stand and hold on to the poles. Enjoy the bus ride.

To: Zeev Hed who wrote (17740)	3/25/1999 2:05:00 PM
From: Alan Hume	Read Replies (1) \| Respond to of 93625

Hi Zeev, I don't think you will be eating crow for dinner. My take on the situation is that RMBS in a multitude of ways is heavily dependant upon Intel. The box makers are murmuring poor sales for this Qtr.,PII prices have been lowered, PIII seems not to be taking off as wished. It all adds up in my perspective to INTC not meeting the expectations this Qtr. And when INTC goes south so will RMBS. Now come June and there is yet a further delay in Caminio, you will looking at the emission price for support Alan