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


To: Dr. Id who wrote (20235)5/13/1999 10:49:00 AM
From: Zeev Hed  Read Replies (1) | Respond to of 93625
 
JDB, that is actually a concern, Generals should lead the rally and INTC toppy action is a warning signal. I think, however, that once the concerns about INTC's margins are alleviated (they just announced some price cutting earlier this week), INTC will join. If INTC does not join the rally by the earning report from AMAT, we may indeed see this SOX rally fizzle. I fear that RMBS may fizzle with it. If that happen, I may have to done my $49 hat again, but I doubt (right now) that will be necessary, I think the 50' have been seen for the last time. A caveat, those turnips reserve the right to change their opinion, and change it often (g).

Zeev