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

To: The Prophet who wrote (35199)	11/25/1999 12:31:00 AM
From: Don Green	Read Replies (2) \| Respond to of 93625

I would really appreciate if anyone here could give examples on why they thing Rambus is similar to Qualcomm and not Iomega or many other similar stocks? Regards Don

To: The Prophet who wrote (35199)	11/25/1999 10:05:00 AM
From: TigerPaw	Read Replies (2) \| Respond to of 93625

It can be very difficult to jump on even an initially slow moving freight train I agree that it is easy to be the wrong place when big things are happening. To catch the moves you mentioned I was in about 20 stocks many fast growing (including the runs of QCOM & JDSU). But naturally only with a 5% portion of my portfolio in each. I was overextended and could not adequately keep up with so many positions (I have a day job too), so I have been consolidating. I have gotten out of CPQ, RMBS, SCI, & ATHM recently to increase my positions in QCOM & JDSU. That doesn't mean that there isn't a lot of profit to be made in those stocks, only that I felt I had (and still have) too many different areas to focus. I plan to eliminate another 5 positions more or less but I haven't decided which ones, there are so many compelling technologies these days that I have to fight my urge to want them all. TP