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

To: pompsander who wrote (26631)	8/7/1999 10:18:00 PM
From: J_W	Respond to of 93625

Pomp, Timna, while still a concept product at this time, will be the difference whether Rambus becomes a mainstream PC memory product or just a niche product. I believe it will be a mainstream memory product, not this year, maybe very late next year, but most likely in 2001. I could also be very wrong. What I cannot understand is some of the bear arguments that Rambus is a zero/one stock. Rambus has just too many uses, actual and potential to be a zero. Those who are expecting that to happen need a reality check. On the other hand for Rambus to be a one is asking too much. Everything has to fall into place and on schedule for that to happen. That is not realistic either. My perception of Rambus is for it to be somewhere between a .7 and .8, very successful but not wildly successful. Again, I could be very wrong. I really don't care to re-open the debate on buy and hold vs trading of RMBS. I think it has been debated enough on this thread. Both methods have merit and risks and should be used according to individual needs. Jim

To: pompsander who wrote (26631)	8/8/1999 2:03:00 PM
From: MulhollandDrive	Respond to of 93625

>>it can go to 140 in a blink if the planets and moons align correctly. So, many believe stay out at your peril. << Pomp, I realize that I am currently out and thus may have my bias to suit my position, but I am of the opinion that RMBS would be a "safer" buy at $140 than $90 (in fact any purchase of RMBS on new highs). So my feeling is that the notion of "staying out at your peril" really doesn't impact the decision making process of investors nearly as much as concern of where RMBS will go short term if there is any possibility of INTC supporting PC133 on even an interim basis. bp