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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?


To: MileHigh who wrote (21905)6/7/1999 7:33:00 PM
From: Don Green  Read Replies (1) | Respond to of 93625
 
There is a good article in today's WSJ about Rambus if you have access. Too long for me to cut and paste. But worthwhile

regards
don



To: MileHigh who wrote (21905)6/8/1999 11:09:00 AM
From: Doug M.  Read Replies (2) | Respond to of 93625
 
Mile, I can't believe people would actually pay for a Briefing subscription to read that garbage. That isn't advice, it's misleading bull $#$#. The author has the gall to cite past earnings to give an example of growth - that is pathetic.

Mile, nothing against you. I value your contribution to this thread. Thanks for posting the article as well. However, for someone like myself who is very long RMBS and knows a lot about the company to read financial journalism like that gets me a little peeved.

"Regular Briefing.com readers know that we have long been skeptical on this
stock. Not because it is a bad company, but because so much high growth is
already priced into it. The company has not delivered on its great promise, and yet
the stock trades at 267 times earnings. The real earnings surge is supposed to
happen in 2001, but that is a long way off in the technology world. A lot can
change. A lot may happen that literally no one can predict"

I can predict that the most influential force in computing will build Rambus controllers directly onto their CPU's. I highly doubt the author knows what TIMNA is!!

It amazes me to read some of the viewpoints of ignorant financial journalists who profess to be knowledgeable.

Good luck,

Doug