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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.70-3.8%Nov 18 3:59 PM EST

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To: unclewest who wrote (21374)6/1/1999 8:01:00 PM
From: jmanvegas  Read Replies (2) of 93625
 
Uncle: Just another third-party company who doesn't know what they're doing by building RMBS enabling technology. (gg)

Shorts can only go so far with RMBS - they will have to cover when Camino is a reality and RMBS machines are available during 3rd/4th quarter. This may be the shorts' last "major" gasp to take this stock down. The anticipation that RMBS is absolutely going to happen will halt the slide and the Fud patrol, and therefore, determine tactical buy-in decisions at this time. How long this process, I don't know, but scaling in or adding to positions in the mid to low 60's should be well rewarded in 6 months or so. IMHO, a great buying opportunity. If RMBS goes into the 50's - an even greater buying opportunity - like sell the house. Good luck all.

jmanvegas
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