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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST

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To: Don Green who wrote (6685)8/25/1998 11:02:00 PM
From: MileHigh  Read Replies (1) of 93625
 
Don,

I follow AMAT pretty close and the market may see this as a positive and is "usually" a good signal that the bottoming out process is taking shape...not saying a recovery is around thew corner, but MOST of the bad news is already out. I plan on buying AMAT big if it visits low $20's, I will even sell some RMBS to do this..AMAT is about as blue as you get and if you play the semi cycles right there is big money to be made....i.e., 7/96 to 10/97 AMAT went from $21 to $104...that's BIG money in 18 months...With semi equip co's like AMAT, "they love 'em and then leave 'em big time"

MileHigh
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