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

To: Jdaasoc who wrote (35743)	12/9/1999 9:17:00 PM
From: unclewest	Read Replies (2) \| Respond to of 93625

From a FA standpoint, in your dreams this year hi john, you told me something similar about cree last week in the mid 60's...cree is at 75 today. i heard the same argument from others when i bought cree in aug for 24. same same gmst. the ta was bad. it was too early to get in. don't buy yet, the technology is just starting to roll out. i heard it all...got it at 68 in early oct. gmst in the 130s now. i'll just have to learn from my mistakes about getting in too early, in these companies with a discontinuous innovation protected by a huge ip patent portfolio and other enormous barriers to entry. i suppose the huge in-place infrastructure that they all have is meaningless too. the most important thing i got out of today..is that rmbs is no longer a one trick pony and the new markets are several times larger than the original. they command higher royalties as well. i see the big picture very clearly. this is how it looks to me $$$$$$$$$$ ..but i am not so hot at the day to day stuff. oh well, guess i'll just try to struggle along with my mistaken ways. unclewest ps. how is the new jag running? i think i'll use don's 70-20-10 formula for rmbs now. 70% stock 20% leaps 10% beer and bait money