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

To: The Prophet who wrote (35153)	11/24/1999 1:05:00 PM
From: Richard Ruscio	Read Replies (2) \| Respond to of 93625

An alternative perspective that I hold: RMBS was Intel's baby gorilla - the one, the only, THE memory standard. Since then, well, bad things happened - bungled launches, more alternatives supported / rumored to be supported NOW, less that perfectly unconditional support and love, baby. After those bad things happened, the real high PE went from being hope of a dead nuts lock to fear of a possible alternative appearing soon in. RMBS may well be THE memory design center for the years 2001-2005. But, for late 1999 investing, it's a great trading stock. Don't tell Don Green I said so ... rr

To: The Prophet who wrote (35153)	11/24/1999 2:25:00 PM
From: TigerPaw	Read Replies (2) \| Respond to of 93625

his commitment to RMBS' prospects was rather shallow I'm enthused about RMBS prospects, I've been in this stock since a few days after the IPO but have recently sold. That doesn't mean I don't think it will be a great money maker for the stockholders, it's just that after riding it up and down and up and down many times I have a sense that you have to take your profits now and again. The only problem with Rambus is that the company does not control it's own destiny, it is as good or bad as Intel's changing plans are at the moment. There is still every indication that Rambus will dominate memory in the next few years and will soar to great heights, but in the mean time, it is within the next couple of months (typically) that most profit is made in the market and it pays to be nimble. It takes less than 10 minutes to be back in Rambus if you only pay attention to what's going on. TP (They shall also profit who sit and wait)