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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.19+2.8%Nov 19 3:59 PM EST

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To: Tenchusatsu who wrote (18981)4/22/1999 11:02:00 PM
From: carl a. mehr  Read Replies (1) of 93625
 
Tenchusatsu - Fellow Intellabee, that was a brilliant article. Although I have been in computers since Day One, this article gave me a headache! <vbg>

So, is it time to grab all the margin that my Gorilla stocks, Intel, Microsoft and Cisco will give me and buy Rambus? Yeah, that's the question...???

Two weeks ago I think it was, a fellow SI member that I have met on my travels (with a high eight figure portfolio) PM'ed me that he had changed his holdings to RMBS 90% and DELL 10%. (A year earlier he recommended DELL and that turned out to be a brilliant call).

Although I own RMBS (about 1%) I have yet to act on this tip in a major way. Today really stomped the fund managers that were busy saying that Techstocks are dead!

It's darn cold here in San Diego, but I am not letting my wife turn on the heat. To feel warmer I told her to watch television and try to suffer in sympathy with the poor refugees huddled in cold tents. I feel guilty thinking about 'getting filthy rich' with all the suffering in the world.

humble carl
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