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

To: Don Green who wrote (22634)	6/16/1999 1:00:00 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

Don: But, CSCO forward looking P/E and Rambus forward looking P/E don't look bad in comparison at all. I know, I know, the proof is in the pudding...but it is a valid measure even now for certain decisions.

To: Don Green who wrote (22634)	6/16/1999 1:19:00 PM
From: Dutch	Read Replies (1) \| Respond to of 93625

Don, Two years ago I bought VTSS, a little known galium chip maker. At the time Lucent represented over one third of VTSS revenue. Despite being a major supplier of Lucent there was almost no coverage. About a year later following coverage initiated by the likes of which you wrote the stock was up 150% from where I bought it. Where were all of the brokerage houses then. Oddly enough I found this company in Value Line. Point is brokerages ride "me to" waves. If they all follow the same stocks they can't go wrong. i.e., No MIS guy ever got fired for buying IBM. I understand your market condition theory, but I don't buy it. When the international sectors heat up they will open greater opportunities for US companies to continue to post reasonable if not superior earnings. Some may make the argument that based on PEG, as Money magazine did in it's May issue that for the aggressive investor; RMBS maybe a better long term investment. That is if you can stand the turbulent seas ahead. Best way to do that is to buy hold and sleep well, wake up in 2002 and count your $$$$$$$$$$$. Regards. Dutch P.S. VTSS is not my only example they are many, PMCS etc. Do go review charts and announcement dates. PLEASE.