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: Michel Bera who wrote (919)	8/12/1997 12:45:00 PM
From: Bill Harmond	of 93625

>>Please feel free to yell at me Rambus is not Cisco or Microsoft or Intel. It has compelling technology, but it depends on other, larger companies for its destiny. Wall Street assigns premiums to companies based on how it perceives the durability of a company's growth, and that implies considerations beyond technology alone. Rambus technology seems solid, and it promises to improve PC performance remarkably. But there is a difference between the promise of a company's technology and the price of the company's stock. If I owned Rambus, I'd cut back most (perhaps not all) of my position and look for other opportunities where growth at value prices is present. Adaptec is a good candidate. SCSI has a compelling future too (speeding up drive access), and you can buy that future through Adaptec in a solid, entrenched, and reasonably-priced way. The stock is breaking out nicely here. There will be another buying opportunity in Rambus. In the meantime you can compound your gains and have plenty of money to buy even more Rambus shares when that opportunity eventually presents itself.

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