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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.71+0.6%Dec 9 3:59 PM EST

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To: Rosemary who wrote (11235)12/6/1998 3:06:00 PM
From: DownSouth  Read Replies (2) of 93625
 
Rosemary and Thread. I am considering pulling the trigger on a buy of a few hundred shares of RAMBUS (buy and hold) by selling a few dogs and cats that appear at the bottom of my portfolio's ROI rankings (GE, JNJ, FRO).

This buy will join NTAP, CSCO, MSFT, INTC, PMCS, WCOM, LU, CPQ and a few others to make my tax sheltered portfolio very tech-stock heavy. (I am very comfortable with tech stocks and understand "the business" pretty well.)

I would appreciate your opinions, + or -.

Thanks, DownSouth
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