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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.63-3.9%3:59 PM EST

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To: The Prophet who wrote (35153)11/24/1999 1:05:00 PM
From: Richard Ruscio  Read Replies (2) of 93625
 
An alternative perspective that I hold:

RMBS was Intel's baby gorilla - the one, the only, THE memory standard. Since then, well, bad things happened - bungled launches, more alternatives supported / rumored to be supported NOW, less that perfectly unconditional support and love, baby.

After those bad things happened, the real high PE went from being hope of a dead nuts lock to fear of a possible alternative appearing soon in.

RMBS may well be THE memory design center for the years 2001-2005. But, for late 1999 investing, it's a great trading stock. Don't tell Don Green I said so ...

rr
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