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Strategies & Market Trends : Buffettology

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To: jhg_in_kc who wrote (857)	12/29/1998 3:04:00 PM
From: Robert Douglas	Read Replies (1) of 4691

jhg, While I agree with Jim that talking about Rambus on a Buffett thread is akin to discussing gambling in church, I have to concede that Rambus is an interesting story. I have owned Intel for a number of years now and since the management has multiplied my original investment 25 fold, I trust their judgement. [A Buffett thing to do]. However at the levels of today, price is becoming an overriding consideration. You mention that they have the “standard” in the industry. Unfortunately standards in high-tech mean very little sometimes. It is the remarkable exceptions like Microsoft and Intel that lure in the suckers. Unfortunately these are few and far between. While I believe the future is good for them, I am out of Rambus at these prices. Don't take my word for it. -Robert

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