Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 103.07

+2.4%

3:59 PM EST

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To: MileHigh who wrote (9939)	11/19/1998 10:20:00 AM
From: Doug M.	Read Replies (1) of 93625

Mile, I read briefing sometimes too. About two to three months ago their "main thesis" on Intel was to stay away from it because we're entering a period in time where bandwidth is key and processing speed is not that important. Now we're about 40 points higher with INTC and these damn clowns at Briefing wouldn't have made me a penny on Intel or Rambus if I had listened to them. Needless to say I've participated in the full run ups in both stocks. They have no excuse for being that far off base because their "thesis" was a fundamental one - which means the clowns at Briefing are fundamentally screwed up. Doug

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