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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.20+2.9%3:59 PM EST

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To: grok who wrote (26746)8/9/1999 6:29:00 PM
From: Don Green  Read Replies (2) of 93625
 
>I've been speculating if such an announcement might leak before Aug 31. Could have a big impact on the price.

Considering the relative conservative nature of both Rambus and Intel's management, I would say you might expect less than overwhelming announcements in the coming weeks. If Intel finally announces Camino you should get a nice spike, but due to the distance away for any substantial earnings it should again slide after this news is released.

The real test IMHO is after this BIG news release...THEM BIG players like Salomon Smith Barney, Goldman Sachs, Merrill Lynch, Paine Webber J.P. Morgan etc.. finally step up to the plate and make favorable comments about the "Wonderful World of Rambus".

If not, it might just get real ugly.

Then if that wasn't already enough you have the Y2K issue and how it just might influence the world's markets starting in OCT?? also not known as one of the market's favorite months.

I wonder how many investment books or guru's discuss the benefits of buying and holding a stock with a 300 plus P/E...

Maybe I should send Warren Buffett an E mail question on that one.

Just think, and I actually LIKE Rambus's prospects.. LOL!!

Keep a Smile
Don

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