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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.20-3.3%3:59 PM EST

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To: Karl Radke who wrote (13686)1/16/1999 10:31:00 AM
From: Alan Hume  Read Replies (1) of 93625
 
Hi Karl,

"Is RMBS worth owning at $2B+ market cap when revs are a fraction of
the company's worth and their technology's inclusion is still several quarter's away? Think it best to wait for a while?"

A very good question.....

I suppose it is all a question of faith. If RMBS comes true as we foresee it, then you can expect a price development which be nothing short of spectacular. Dare I say it will make AMZN and friends look like dogs.
You may wait until Caminio / RMBS hits the market and reduce your risk to zero. But then the entry price will not be $90, or anything like it.
The choice is yours

Alan
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