Thursday, April 27, 2006 12:42:01 PM
I have always had a fondness for Rambus and their battle seemingly against all odds.
As for investing and price, I only stay with options right now. 07 and 08 leaps (calls OTM, right now I have 07 20's and 08 20's).
I don't think you will ever see me buying large chunks of shares like I used to. It is way too risky and too unpredictable.
For me, it is not a price thing, it is a business thing. The volitility is way too high (beta is around 4.50).
I hope to see a day within the next 5 years when Rambus is no longer fighting their battles in court but, are negotiating contracts instead. I would also like to have the feeling that our government is on their side and that they have more positive press along with favorable public sentiment.
How will I know this? For the most part, it will be when docrew is posting stuff on new contracts instead of court dockets.
I hope to be around and have the money to invest when that happens.
There is another concern I have about Rambus and that is the gobalization thing.
They have plans to set up an office in Bangalore India. India is producing far more and I dare say, better engineers than we do. Same thing for China. The industrial and commercial market is slowly moving into those areas. They also have a much larger consumer market with rising living standards and government incentives more favorable than ours.
The business dynamics in the world are rapidly changing and the US may some day lose their competitive edge.
I urge you to read Friedman's "The world is flat". It is scary and enlightening. A must read for anyone who wants to know what the future may have in store for us.
Regards and good luck,
Kent
Recent RMBS News
- Media Alert: Rambus Hosting Expert Panel on AI Memory Requirements at the AI Hardware and Edge AI Summit in San Jose, CA • Business Wire • 09/09/2024 09:05:00 PM
- Rambus Announces Industry-First HBM4 Controller IP to Accelerate Next-Generation AI Workloads • Business Wire • 09/09/2024 09:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/04/2024 07:45:29 PM
- Rambus推出DDR5客户端时钟驱动器,将业界领先的内存接口芯片产品扩展到高性能 PC领域 • Business Wire • 08/29/2024 01:00:00 AM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 07/31/2024 08:45:36 PM
- Rambus Reports Second Quarter 2024 Financial Results • Business Wire • 07/29/2024 08:05:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 07/29/2024 08:04:53 PM
- Rambus Expands Industry-Leading Memory Interface Chip Offering to High-Performance PCs with DDR5 Client Clock Driver • Business Wire • 07/29/2024 08:02:00 PM
- U.S. Index Futures Climb Pre-Market as Tech Earnings, Fed Meeting Loom • IH Market News • 07/29/2024 10:25:38 AM
- Rambus to Announce Second Quarter Fiscal Year 2024 Results • Business Wire • 07/08/2024 08:05:00 PM
- Rambus to Present at Upcoming Investor Conferences • Business Wire • 05/14/2024 10:27:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/08/2024 08:22:28 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/08/2024 08:14:17 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/07/2024 08:52:09 PM
- Rambus Reports First Quarter 2024 Financial Results • Business Wire • 04/29/2024 08:05:00 PM
- Rambus Expands Chipset for Advanced Data Center Memory Modules with DDR5 Server PMICs • Business Wire • 04/29/2024 08:02:00 PM
- U.S. Futures Rise in Pre-Market Trading Amid Key Federal Reserve Meeting and Earnings Week Ahead • IH Market News • 04/29/2024 11:12:54 AM
- Rambus to Announce First Quarter Fiscal Year 2024 Results • Business Wire • 04/08/2024 08:05:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/11/2024 08:05:25 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 03/08/2024 09:10:53 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 03/08/2024 09:05:56 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 03/08/2024 09:02:08 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/08/2024 06:36:31 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/07/2024 09:06:12 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/06/2024 06:26:59 PM
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