Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.71

+1.2%

Dec 30 3:59 PM EST

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To: Nancy McKinney who wrote (9696)	11/16/1998 9:04:00 PM
From: unclewest	Read Replies (2) of 93625

hey nancy, ok! i'm glad you stuck around. the rambus story is hard to leave, isn't it? i've said before that every stock has a story and we all buy shares based on how much of the story we believe. the fact is that we have only 2 analysts following the stock. i'm not certain that there are that many. H&Q pulled their analyst about the same time last month that fidelity mutual funds were buying over 3 million rmbs shares (coincidence?). before he left, he stated that in view of recent announcements, future earnings needed to be restated, but it hasn't been done by anyone who knows anything except milehigh. rambus is not now closely followed by any major brokerage that i know of. this will change, but near term it provides opportunity. the co has a near lock, since intel announced 2 weeks ago that they were giving 500 million dollars to mu to switch to rmbs production. i wish someone would give me $500,000,000.00 to produce a product and then promise to buy all that i produced. the rmbs product is protected by patents and now, more importantly, signed contracts with every significant tech company in the world. rmbs has monopoly potential. the thread has been concentrating on the use of rmbs tech in pc's. statements from the ceo and now news releases from most major tech corporations are indicating virtual unlimited high tech uses for rmbs beyond pc's. most interesting to me is the earnings stream for this company doesn't even ramp up for a few more months. so there is still a bit of time to get in very low. with all of the production announcements, i see earnings blasting forward beginning in june 99.

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