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Krispy Kreme Doughnuts, Inc. Message Board

market_swami 63 posts  |  Last Activity: Jun 24, 2001 10:45 AM Member since: Sep 9, 1998
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  • Reply to

    Intel will dump rambus

    by market_swami Jun 24, 2001 7:55 AM
    market_swami market_swami Jun 24, 2001 10:45 AM Flag

    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.

  • market_swami by market_swami Jun 24, 2001 7:55 AM Flag

    http://news.cnet.com/news/0-1006-200-6291517.html

    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.

  • market_swami by market_swami Aug 31, 2000 1:55 PM Flag

    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.

  • market_swami by market_swami Aug 29, 2000 3:46 PM Flag

    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
    longs.

  • market_swami by market_swami Aug 29, 2000 11:24 AM Flag

    Of course I think he is full of it.

  • market_swami by market_swami Aug 11, 2000 10:49 AM Flag

    Nitecrap always covers at the low of the day and shorts at the high. Please visit his private tip site at www.afterthefact.com

  • market_swami by market_swami Aug 11, 2000 1:18 AM Flag

    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.

  • market_swami by market_swami Aug 8, 2000 3:45 PM Flag

    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.

  • market_swami by market_swami Aug 3, 2000 12:31 PM Flag

    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!

  • market_swami by market_swami Aug 1, 2000 11:56 PM Flag

    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
    advantage.

  • Reply to

    can anyone explain why the 12mill......

    by serpico3301 Aug 1, 2000 9:50 AM
    market_swami market_swami Aug 1, 2000 10:04 AM Flag

    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?

  • market_swami by market_swami Jul 14, 2000 1:43 PM Flag

    Earnings are on 7/19/00.
    EPS of 51 cents a share

  • Reply to

    YOU ARE A LOSER!

    by market_swami Jul 9, 2000 12:52 PM
    market_swami market_swami Jul 9, 2000 12:56 PM Flag

    <EOM>

  • market_swami by market_swami Jul 9, 2000 12:54 PM Flag

    You are flooding the board with nonsense. You may be thinking you are helping NITE, but you are doing anything but.

  • market_swami by market_swami Jul 9, 2000 12:52 PM Flag

    stop the embarassment to longs here! you must have some sort of mental illness.

  • market_swami by market_swami Jul 9, 2000 12:48 PM Flag

    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.

  • market_swami by market_swami Jun 28, 2000 12:22 PM Flag

    There is an 80k bid at 30 3/16.

  • market_swami by market_swami May 20, 2000 1:19 PM Flag

    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.

  • market_swami by market_swami May 12, 2000 1:33 PM Flag

    No me first! Look out below!

  • Reply to

    Uncovered shorts

    by selena_koch May 12, 2000 10:10 AM
    market_swami market_swami May 12, 2000 1:31 PM Flag

    First off, it has been more than 30 days since IPO! and in addition: YOU CAN SHORT IPO's BEFORE 30 days is over.

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