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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST

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To: richard surckla who wrote (34445)11/13/1999 9:01:00 PM
From: jmac   of 93625
 
Th epicture is still cloudy for me. I think I get a little more out of this stock (perhaps a kick up to 100 this week) and then i am gone for a while. I am not a techie and I am not sure I should be playing a stock where i simply don't understand the dynamics of the business. I do have some serious concerns over whether Rambus memory actually has the future locked up. Seems to me that there are alternative that are equally good or maybe just a little slower but much cheaper. The market isn't static and I think the slow roll-out hurt Rambus's chances as being that premier memory. 6-12 months earlier and it was a lock. But others have caught on. I think.
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