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

To: Don Green who wrote (35051)	11/23/1999 1:50:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

Don, why would anyone in any substantial way act contrary to their interests. Everyone by and large talks their position. If you're substantially long you tend to focus on the positives, if you're in with a small position you tend to be a little more balanced in your focus - if you're short or not in you tend to be more focused on the negative. Why would you expect Unclewest or yourself for that matter to operate contrary to that. If the thread as a whole is a good one which RMBS was, the mix of investment positions will provide the mix of posts to help with investment decisions. Rich

To: Don Green who wrote (35051)	11/23/1999 2:20:00 PM
From: Estephen	Respond to of 93625

How can you say rambus is over sold.? The adoption of pc133 and possible intel support of ddr slow the real ramp of rambus till the 3rd qtr of 2000. Rambus is high priced at 75.

To: Don Green who wrote (35051)	11/23/1999 4:41:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

Don, Rambus seems a tad bit oversold at this point. What's the PE? <VBGGGGGG> Dave