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


To: Victor Lazlo who wrote (691)1/20/2000 12:09:00 AM
From: Don Green  Read Replies (2) | Respond to of 2039
 
Victor> why do you think rmbs is sorely lacking anything?

So are you saying you are happy with all of the gains you have made in the last year?

The fact that Rambus has such a huge P/E just adds to the danger in holding it, for more than a few weeks at a time.

As for Y2K bargains, I was considering buying Lucent but was waiting for the right time. It now the right time?

Yes, I and many others were wrong about the Y2K concerns in the market, I guess that is what a REAL MANIA ( Greed is KING) can due.

Don



To: Victor Lazlo who wrote (691)1/20/2000 12:57:00 AM
From: richard surckla  Read Replies (1) | Respond to of 2039
 
Victor: >>What were some of the bargains that you bought?<<

<VBG> Victor we all know that COACH DON'S predictions of a Y2K market sell off never came. Just another time the COACH fumbled the ball. Too much time sitting on the bench!<VVBG>

PS. Victor... stop teasing the COACH. Shame on you!



To: Victor Lazlo who wrote (691)1/20/2000 3:30:00 PM
From: Alan Hume  Read Replies (1) | Respond to of 2039
 
Victor,
"Don with a trailing pe of about 230 or so, why do you think rmbs is sorely lacking anything? How many stcoks are there with this kind of pe consistently staying so high, even in this market?"

for example:
RNWK 699 DISH 615 YHOO 498 EBAY 399
ITWO 398 BVSN 382 JDSU 311 USAI 306 LCOS 298
NTAP 252

These are 12 month LEADING P/E's, which on this scale has RMBS at a modest 49.8 (all figures courtesy of VectorVest)

Alan