Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.18

-4.3%

3:59 PM EST

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To: Zeev Hed who wrote (39094)	3/31/2000 12:31:00 PM
From: pompsander	Read Replies (1) of 93625

OTOT, it is interesting to see this "coalesing" (sp.) of recognition by institutional (and maybe retail) investors that the burn rate of many net.coms is just too high to hold them until profits appear. Articles in Barrons, Business Week, much other financial press on the subject. It is like a light suddently went on, it seems. Hey, profits matter.....eventually. This sure feels like a real shakeout. Like you, I see some stabilizing for those firms with good earnings, but I also believe there will be no support (0) for those without earnings and without firmly established future financing. The magic days for those guys are over, I think. So we will see something of a return to rationality on equity pricing, at least in relation to what we have seen over the past 24 months. Fortunetly, Rambus has earnings and a fairly rosey outlook.

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