I am aware that Rambus ram modules are manufactured by third party companies like NEC, and what I meant is that Rambus memory has always had problems with low yields in manufacturing, which forces suppliers to sell them at a higher cost. SDRAM has been produced for some time now, and it is produced in higher yields. The cheap prices are due to customers refusing to switch to rambus, and sticking with sdram and ddr. This gives greater incentives for competition in the ram market, and therefore cheaper prices. RDRAM vs SDRAM is the next beta vs vhs, and nobody is wanting to be stuck with a board that only takes expensive proprietary ram that is being shoved down their throats by Intel. Even with the launch of Pentium 4 exclusive rambus boards, people are still not buying. If you cannot sell ram like this, it will never sell. At the very least, RMBS will post disappointing numbers due to the extremely dissapointing consumer response to RDRAM. nobody here can prove that RDRAM is catching on even near expectations. This is IN ADDITION to the fact that rambus lost the patent suit. Not a good buy if you ask me.
Memory to run at 1200 mhz by 2005?! Oh wow! I will likely have a molecular computer by then!
As it stands right now, intel is getting screwed by AMD because their chipsets are perfoming faster than intel's and their memory is 1/3 the cost. Rambus is charging 3x more for memory that is giving virtually no performance gain. Intel is releasing the 845 chipset to try and regain the non oem market. The 845 will utilize pentium 4 and DDR ram. Once this is done, I do not think anyone will want to pay 3x more for rambus. The only thing selling rambus now is that it is necessary to own a p4 or p4 xeon.
Rambus will either have to slash prices hugely and sell at a loss (their manufacturing process is crap, and that is why it is so costly now) or they will have to increase the performance drasticaly which by their current roadmap is not happening.
Intel has not confirmed sticking with rambus, and they will likely not if they continue to lose market share to AMD.
Guys get a level II screen and see what is going
on. It is just MM's trading with eachother to drive
volume up. When stupid peoplw fall for this ploy, they
jack up the price. Damn, lockup expiring and all of a
sudden there is huge volume? Something is fishy here.
There is no stopping this stock. The only thing
that will drop this Overvalued POS is the lock up
expiration. Longs have been holding since Post IPO and are
not going to sell. They are sitting on a big gain,
and it will take a dramatic drop to pressure them to
sell. That may happen when the insiders dump. When this
does drop (and it will surely) it will fall real fast.
Like rambus and Rhat. However, like rambus and redhat,
I would not want to be short at 90 for the run to
300! When the bubble pops, it will be hell for the
I know it is difficult to watch NITE being so
grossly overlooked every day. I owned LDP back in january
at 28 dollars a share. I saw it had a P/E of 5 and
it was making insane amounts of money. I sold after
holding it for a while at no change. It then rocketed to
120! The moral is that Companies with good
fundamentals always get their day. You just gotta wait. I have
zero fear with my nite position at 28-30 dollars a
share. I know it will be more than double that in time.
Yeah someone did dump 25 k at 26 1/16. However,
The MM sucked those shares right up to sell when it
goes back to 27. We are stuck in a trading range now,
but the charts show us that it does not last long.
Fundamentals always prevail.
I do noy think the short term shorts are going to
want to hold for the labor report tomorrow. They have
the following choice: Cover today and take a decent
profit, Hold for perhaps 1 or 2 dollars more, and
potentially get killed tomorrow!
I am a short seller myself, but I am long nite. I
mainly stick to shorting pump and dumps and over
inflated crap like KREM. How far can NITE sink? I am
sorry, but I do not see how one can short a stock with
such upside potential as NITE? Nite has a lot of cash,
and it continues to make more and more money every
quarter! Let's face it: NITE is reinventing itself to make
money in light of ECN's etc. Soon enough the market
will realize that NITE will continue expanding, and
will not be left in the dust. That can happen any day.
Fundamentals usually prevail. Shorts usually use this to their
The short interest in stocks is only updated
monthly. I believe around the 15th of every month. So, any
short covering in the past few days is not accounted
for until aug 15th. Also, compared to nite's float,
12.1 mil is not much. They could be institutions, but
are they always right?
Haha, you blew it! I am long nite, and I ask you
to stop making fools of us. I am also a short
seller, but I see more upside on NITE. The sad thing
about going long on occasion is having to deal with
dumb longs. Get a life.
The faster they rise, the faster they fall. I do not think bargain hunters will come in and catch the falling knife. Too much profit people are sitting on. Will be 30 by friday.