Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.26

-11.1%

Dec 12 3:59 PM EST

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To: Roads End who wrote (8542)	10/14/1998 3:40:00 PM
From: Timothy Liu	of 93625

> Did you sell RMBS yesterday? No I did not. As I PM'ed another netter just now the anticipation on RMBS is not this earning (I personally do not care whether they earning 5cents or 10cents), but the eventual market acceptance. > Would you have sold CPQ yesterday? If i held any CPQ, I would have sold. CPQ is the weakest of the big names for a long time, only up about 10% from its low last friday even after earning. YHOO, AMD, INTC held up extremely well in last two weeks bloodshed BECAUSE of earning now perform inline with the masses. You know, there are a few new ones you can keep your eyes on: ASND, LU, CSCO. Lots of anticipation built into those stocks. We will see how it plays out. DELL is still a little further off, reporting in mid November. My bet is recent blockbuster tech earning have raised the bar for those companies and possibility of upward movement after earning is minimal. Especially CSCO, which never has a history of beating earning by a large margin. You can, however, play them before the earning. Tim Just my 0.02$ of course

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