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

To: grok who wrote (29361)	9/12/1999 5:49:00 PM
From: Al Serrao	Respond to of 93625

KZNerd, we are all looking for the next MSFT and CSCO. I believe RMBS could be one of those 10 bagers and then some longer term. But lets think it through for a minute. What if you had a chance to buy MSFT or CSCO late in the game? Once both companies started generating 50, 60, 80% earnings growth year after year instead of 100-200% year after year. You still had all the time in the world to jump on for the ride and for anyone who held on they have been unbelievable winners. That's why I say RMBS needs more E, year after year E compounding @ 100 to 200% at first then compounding away @ 50-60% A few years of good old compounding then good by to sky high PE and hello consistent high PE. I don't know that RMBS can be lumped into the memory group. This story is better than that limited view. This business model is the best I've seen. On the other hand the longer it takes to get this technology into the hands of the masses the greater the risk that something else better faster cheaper will come along. Remember AAPL, they had THE technology. The real money managers out there who know the story and are just waiting for the E. Everyone else is trading. It's time for RMBS to start showing us the E, then I'll become a true believer.