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

To: Dave B who wrote (38032)	3/13/2000 6:12:00 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

Hi Dave: Yes, it is time for the shorts to reappear. Although I deeply miss our old friends, Carl3, Bilow and all the rest. However, I am sure a new group will come forward to convince all of us how overvalued Rambus is now, and in the future. As the Rambus news continues to improve and the stock price climbs as more and more people put pencil to paper on the projected revenues (and with Rambus..revenues virtually equal earnings) for the next two or three years. With 10 million Playstations to be sold this year, Samsung and others increasing RDRAM output, possible design wins in the x-box, telecommunicatons, etc., Willamette and the gig. wars raging.....what is not to like right now? Sure, Rambus could drop 20% from present heights over a short period. So what? The veterans on this thread have a cost basis ranging from 50 to 150 bucks/sh. Plenty of room to let the price roam around for a while if it must. Still, today was a powerful message on a lousy market day. Send the twins to Harvard. You can afford it.