Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.72

+5.2%

Nov 24 3:59 PM EST

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To: REH who wrote (14169)	1/25/1999 7:05:00 PM
From: Doug M.	Read Replies (2) of 93625

REH, no you're not. It bewilders me about the lack of patience that some Rambus "investors" have. I have a very healthy profit in my sizable Rambus position because I have been patient with this company. Obviously, my profit would be more significant if we were still in the 100 + range but I really wouldn't be that much happier. I'm more concerned with what RMBS going to be trading at one year to to 18 months from now. I'll bet anyone on this thread that it will be higher than 83. I bought a lot of leap contracts when Rambus was trading in high 40's and high 50's. Unfortunately, I just bought some extra shares at 89 on Friday but that's life. I would have been better off if I purchased them just before the close today. I may still have been better off if I waited until next week to purchase these shares, but who can know this for sure? I'm very confident that those shares I purchased at 89 will turn a nice profit eventually. I couldn't help but chuckle when some day trader posted that he hasn't made any significant money with Rambus by day trading it and he has incurred an awful lot of stress along the way. He would have been better off with Rambus and put less stress on his body if he bought the shares six months ago and immediately took a six month vacation to Fiji and not looked at the market. I've made a ton of money with my Intel shares/leaps/short puts in the last year, but it hasn't been that easy (maybe I should have taken my own advice and went to Fiji)<gg> . You have to have conviction in your stocks. I never sold my Intel and always bought a little more when I could. My performance in my main brokerage account sucked for the first half of 1998, but I believed in my stocks (mainly Intel and Rambus). It shouldn't be surprising to hear that my broker just informed me that I had the best return out of all of his team's clients for 1998. Thanks Intel, Rambus and even Dell too. Intel wants Rambus to become the standard and their alliance is ironclad. If anyone hasn't noticed, Intel calls the shots. WHAT INTEL WANTS INTEL GETS!! Their great management and $6 + Billion war chest will assure that. Mark Edelstone told me to put the stock under my pillow and not look at it too much due to the volatility. Actually, his unpublished stock price for RMBS is a lot higher than $110. He believes that Rambus has the potential to get to $180 +, but it will take a while to do this. That means we have the potential for more upgrades in the future when the time is right. Edelstone was probably right about RMBS being fully valued at $110 (for now)when he downgraded it recently. That certainly means it's a buy in the low 80's. We're talking about 32% upside to get us back to 110 where it is supposedly "fully valued" according to one of the best semi analysts in the industry. Wouldn't this be enough reason for an upgrade based solely on price? Let's all have some patience and the longs will do just fine. Good luck to all, Doug

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