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


To: TST who wrote (19217)4/25/1999 12:44:00 AM
From: Chee Keong Loh  Read Replies (1) | Respond to of 93625
 
I'm no techno wizard, but RDRAM has been talked about for about 4 years n'est pas? RMBS has had the attention of the market for about 2 years now?? That's not exactly fresh material.

Stock is not acting well to news + usual Intel delays (add 1Q to whatever their target is for any INTC products) and projected flat eps growth for rest of 1999....all tell me that now is not the time to have the stock in the books....perhaps in the fall as some other posts indicate.

I guess that I should also state that I am always skeptical of this new breed of tech companies that are supposedly going to make a killing off of royalties. RMBS might well be the first to successfully execute this, but I've seen my share of similar situations that have ended in frivolous lawsuits. But these concerns are so far out on the time horizon that they are not important right now.

regards

CK