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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 105.32+1.2%3:21 PM EST

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To: Stan Klosowicz who wrote (1229)8/14/1997 7:27:00 PM
From: Ibexx   of 93625
 
Stan,

Thanks for your post.

No, I never considered Borland since Bill Gates killed the company, especially after the ceo (?) left for the enemy's camp. <g>

But, my inclusion or exclusion of a stock doesn't always make a value statement. Frequently I am partial to a certain sector that I am slightly more knowlegeable about--or less knowledge about cuz it then fascinates me.

Regards,
Ibexx

PS: in addition to MSFT, my second largest holding in software is SAP, the German giant enterprise software company that generated a lot of news in recent days. I have had the stock since Spring.

Ranked 3rd and 4th are SYBS (a fabulous turn-around story just budding--pay a visit to the SYBS thread) and Arbor Software which is specialized in data-warehousing. Did own Oracle but unloaded it.
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