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

To: Don Green who wrote (30489)	9/24/1999 3:02:00 PM
From: MileHigh	Respond to of 93625

Late day market sell off coming? This will be key. We'll see!! MH

To: Don Green who wrote (30489)	9/24/1999 3:06:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Don, I think that both Stuart and Uncle are looking at this situation with very long term view. While I personally disagree with that approach, particularly in a field where technological innovation creates strict windows of opportunities, I think that in this case, the long term view of RMBS at $500/share is still valid. Too bad they'll have to sweat through a major decline, but I think that by now they are used to this. There is, however, always the chance that missing a given window (like this Christmas season) creates a major change in the landscape, and thus retreating under fire is not such a bad idea. Zeev