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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE
RMBS 115.18-7.7%3:59 PM EST

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To: Tom Pulley who wrote (153)12/4/1999 2:03:00 PM
From: Don Green  Read Replies (1) of 2039
 
Tom

70-20-10

What I am saying is for the last 18 years the market has gone basically up, so most who invested should have made pretty good money, no rocket science involved. Most investors and even fund managers have no idea what a bear market is and how to prosper in it.

What I am also saying is it is more important to be in the right market climate ( late 1982-1999) and also the right sectors. When that is the case, often the stock really isn't that important.

It really has nothing to do with trading or investing.

As for Rambus my feeling is if the MARKET is much weaker 2 years from now, P/E's will be greatly reduced and overall economic spending will also be reduced which will likely hurt Rambus's earnings potential along with everyone else.

As far as trading Rambus, my issue has always been until REAL Earnings start to roll in on a regular basis this stock will continue to ride the waves of speculation. That is why I feel trading it would be more prosperous than buying and holding. At some point maybe this time next year a Buy and Hold will make sense. But still too many doubts.

regards

Don
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