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

To: Richard Habib who wrote (26780)	8/10/1999 12:29:00 AM
From: Don Green	Read Replies (2) \| Respond to of 93625

Rich> It's really hard to lose in this market when a significant percentage of investors are so disassociated from basic common sense. Yes, It is scary. It tells me a lot about their general lack understanding of the market. It may surprise many but I am not a bear, but the bear camp certainly has a lot of good arguments on why this market is headed for doom. I have not doubt it is, but I disagree with most bears on when. Presently I just think it is long overdue a healthy correction (refueling stop) before moving higher. I am concerned about irrational moves the market might take as we reach closer to Y2K panic time. Yes, I do think MANY will sell possibly starting a selling panic. Because the same irrational thinking that has people with no business in the market buying unknown stocks should also cause an unjustified selling panic come year end. As for Rambus I will be buying sometime this month in size and selling soon after the Camino spike "higher I hope" news is released. As for Stuart Steele, yes he has been very frank in his comments, but I agree, having BIG money however it was obtained, is no assurance of success in the stock market. As I have stated here many times before, the lack of other major Brokers failing to join the "Rambus Money Machine" for whatever reason... when all I here about is all the this huge profit potential disturbs me. Funny how they all we able to hitch a ride on the MSFT, Dell, CSCO and even Intel wagons early on......But this silence towards Rambus strange. BTW I am glad to see Apple finally getting their long overdue following by many of these same brokers. BTW Apple's Price/Earnings (ttm) 14.82 and has 23 brokers following it. regards Don

To: Richard Habib who wrote (26780)	8/10/1999 5:13:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

In the RMBS story, PE is probably the single most important factor determining the profitability of any long term play i agree with that 100%. on the surface, the current high pe seems lofty, and i do not expect it to be maintained forever. there is only one reason rmbs pe stays high. rmbs has enormous potential to be wildly successful in establishing earnings and that success could all happen over the next 12-18 months. the market recognizes that and assigns a pe accordingly. - not the endless parade of small design wins wins and test equipment announcements Unclewest likes to trot out. where do you expect the "e" to come from...if not from design wins? as a long, i am personally delighted by the endless parade of rambus enabled product announcements and design wins. rich, you are right some of the design wins are small but their number is increasing. the announcements re. rambus in timna, camino, coppermine, servers, sony pII, desktops, laptops, workstations, servers, etc., are quite important and very significant to the future pe. test equipment does not contribute to royalties. since it is very expensive, tracking these orders is just another way to guage dram mfr committment and capacity. the other item that i track and post is announced rdram production. you know, 5 million a month here, 200,000 a month there, 1 million over there, 2 million in the corner, 3 million next door, 6 million more next quarter. before you know it, we have another method of calculating the probable success and future pe. unclewest