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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 115.18-7.7%Jan 23 9:30 AM EST

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To: CG TANG who wrote (2794)1/17/1998 6:40:00 PM
From: MoneyPenny  Read Replies (2) of 93625
 
The person on WSW who mentioned RMBS was Roger McNamee from Integrated Capital Partners, the vc company, and one of the best judges of tech firms around. He made many "big picture" comments and brief comments on certain stocks which I would summarize as MSFT +, INTC +, ORCL?+, RMBS +, CSCO + , PSFT +, Dell++. These comments were all made in a long term context. Note on earlier post that ICP was invested in the RMBS IPO and from his comments I would think they still are but I have not checked. Sharon (lurking here as usual)
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