Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-11.1%

Dec 12 9:30 AM EST

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To: Don Green who wrote (25700)	7/26/1999 1:55:00 AM
From: Richard Habib	Read Replies (1) of 93625

Could be Don. That would certainly be the pattern it has followed for the last year or so. The problem I see is that it has become a much more closely followed stock in the last couple of months so its not clear to me that the pattern will remain true. You can make a case for it being fairly valued here if you look past this next flat to slight growth qtr. If the street starts looking at some of its software properties it may even value it somewhat higher. I'm not sure its a rewarding short or long right now. It's tough for me to come up with a decent risk/reward scenario. Like you I'm looking for a market pull back. If that becomes a significant influence on Apple I'd probably be more likely to buy on a significant dip to the the 40's. Likewise any news that drives it down like the production problem rumors a month or so ago. Otherwise I think I'll just watch it for a while. Rich

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