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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 91.18-4.3%3:59 PM EST

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To: jmanvegas who wrote (15815)2/18/1999 5:19:00 PM
From: Curlton Latts  Read Replies (1) of 93625
 
This seems to be an interesting company with a lot of promise. Technology of the future and reasonable improvements in earnings. Has been pricey, particularly relative to cautionary statements by the company in its last earnings report about expected flat results for the next couple/few quarters. However, at the right price this company is an excellent investment, market blahs or no market blahs. In fact market blahs create opportunities for excellent investments in growing companies.

The question is, one, when exactly will the company begin to blow the doors off on earnings? You probably want to buy 3-6 months ahead. Two, how far can this baby sell off before market forces no longer make it available at cheap prices and what level exactly represents cheap prices.

Good Luck To Each And All

Curly

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