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


To: blake_paterson who wrote (24519)7/11/1999 6:23:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 93625
 
bp, never played amat. why would you say i did? a little confused? ok, maybe a lot! ;-)

amat has made a nice run w/ eps. nicer than i thought they would. who woulda thunk the dram guys would paint themselves into more $100,000,000 losses per q so quickly. but, hey, they did the stupid ting and those that bet that way have been rewarded.

i see you didn't discuss the quote you copied. why copy a post and then discuss other things? oh, check out paragraph one. ;-)

rmbs is a concept stock. i'm not, nor do i plan on playing it. it is like the nets. i'm not good at predicting when group think gets intelligent.

rmbs has a niche. imho, it is 2-5% of the market.

so, why are pc units increasing 20% just to keep revs flat?