Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 107.99

+4.8%

Jan 16 9:30 AM EST

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To: Bilow who wrote (89397)	5/23/2004 2:21:18 PM
From: Jdaasoc	Read Replies (2) of 93625

think we're headed into an inflationary period that will make any small gains in equities lose money, relative to commodities. Sort of like the late 70s I couldn't agree more. You can't have both guns and butter and not pay for it. I traveled down NJ Turnpike near Fort Dix a few weeks ago and passed a large convoy of beat up 2 1/2 ton trucks being transported on trailers. Many things gained from that observation: - We have war time economy like late 60-early 70's - No reservists left to drive these trucks government had to pay trucking companies to trailer them. - Trucks were old and beat up and probably would have broken down on the road if driven. - Military is going to have to spend many hundreds of millions to replace all the stuff blown up and discarded on road to Baghdad. Stagflation was worry back then just like now. Only difference now vs then was Nixon was disliked but still respected pre Watergate and he could pull stuff off like wage and price controls. He was able to keep prices artificially frozen at a stand still for months on end only to have inflation blow up real good after they were removed.

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