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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.0%Nov 21 9:30 AM EST

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To: Dave B who wrote (15725)2/17/1999 11:51:00 PM
From: Don Green  Read Replies (1) of 93625
 
>Supply and demand That is something I totally agree on.. But even more important is overall market conditions.. That is what I trade on, not hype or vodoo, etc... P/E is STILL very important to those who hold the keys to the kingdom..Liquidity is even more important these days..and Rambus fails in both areas....

That is the main reason so many top investment houses have avoided Rambus in my opinion. They CAN see the long-term potential for the stock, but they also see the timeline...and at the present time they can not justify the P/E..

Time is on their side

regards
Don
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