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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: Don Green who wrote (148)	12/4/1999 12:51:00 PM
From: Tom Pulley	Read Replies (2) \| Respond to of 2039

Don, re: your statement " most important Lesson Learned or insight I have gained in my years of Investing and Trading" ...... 70/20/10. That may well be true regarding "trading", but as far as "investing", that doesn't hit home. If you define an investor as someone looking ahead 2-5 years, my experience leads me to believe earnings are the key. Do you define investing differently? If not, if you have some data that supports your statement I would be very interested in it. Take Rmbs as an example, if the optimists are right and Rmbs is making $15/share in 3 years, will it matter if the market is down 20% from today. And by the way, the odds that the market will be down 20% in any given 3 year period are very very low. With that said, I have to agree that your 70/20/10 rule may apply to the majority of shareholders today. Rmbs is a good example as there is 100% turnover every 10-20 days. So when I speak of holding 2-5 years, that doesn't apply to many shareholders. Tom