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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 125.77+14.2%3:54 PM EST

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To: Boplicity who wrote (20605)5/21/1999 5:23:00 PM
From: jhg_in_kc  Read Replies (2) of 93625
 
Greg, glad to see you on the RMBS thread. I caught your "change is in the wind" post. DO you think this (PC era over) tide applies to IBM and RMBS. You and I also own AOL, I believe. I also have a position in TLAB, INKT, EMC, and SUNW. Also small T holding.
How do you see these faring given the new wind directions?
I gave up on RNWK and sold 2/3 of DELL> DO you still have any DELL at all?
I feel sad about Dell's fate just now. Is RMBS another Dell?
jhg
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