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

To: Glenda King who wrote (29160)	9/10/1999 12:00:00 PM
From: John Walliker	Read Replies (2) \| Respond to of 93625

Glenda, In principle I agree with you. However, the difference between your examples and RMBS is that each is an established technology. Rambus is trying to overturn the established order and convert everyone to something new. Not only does that cost them money, but they have to pay royalties as well. Its hardly surprising that the establishment doesn't like it. Some would compare Rambus with Concorde - very fast but it never made anyone any money except for the airlines who got the planes very cheaply. I think that many have bet heavily on the inertia of the establishment. I have bet that as time goes by it will be progressively harder for the established technologies to keep up. Time will tell, but in the meantime the share price will be extremely volatile. John

To: Glenda King who wrote (29160)	9/10/1999 12:39:00 PM
From: ratan lal	Read Replies (3) \| Respond to of 93625

I travel in airplanes...do I need to know all the tech? No I invest in airlines...do i know need to know anything about them - No Thats how I lose all my money. I buy automobiles...do I need to know all the tech? No I invest in auto cos...do i know need to know anything about them - No Thats how I lose all my money. I buy computers...do I need to know all the tech? No I invest in computer cos....do i know need to know anything about them - No Thats how I lose all my money. I buy etc., etc., etc., do I need to know the tech? NO I invest in etc. etc...do i know need to know anything about them - No Thats how I lose all my money. I just trust the bullish posters (if I am long) and the bearish posters (if I am short or want to buy lower)....do i know need to know anything about them - No Thats how I lose all my money. Watch the $$$$$ roll in to Rambus bottom line....that's all I need to know!

To: Glenda King who wrote (29160)	9/10/1999 5:39:00 PM
From: wily	Respond to of 93625

A wise old German once said: "to understand the whole you must con its every side". Now with investing, and tech investing in particular (and especially in particular with Rambus) there are a LOT of sides to con. Sometimes I don't feel up to the task. Then I feel a bit better when I take a step back. But I think the truth is in the details (along with the Devil) and that's also what makes it interesting. Of course you can also invest on gut feel and that can work too. Some of that is based on absorbed experience. To each his own and viva la difference (please pardon my French). w