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

To: anandnvi who wrote (38211)	3/15/2000 7:51:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Anand, let me be the first to welcome you to SI. As for the comments relative to DHH and DLL, one of the reasons the NAZ was weak is that many stocks have experienced the same problem of no new DHH and new DLL, RMBS being one of them. This is only one of many tools used in trying to read ( and many times unsuccessfully) the future track of this and other stocks. I hope that you did not misconstrue my note as being negative on RMBS (unless you think that a 30% retrenchment of a magical move is being "negative"), it was only trying to assess the chance that an eventual retrenchment might be near or not. The basic trend, despite the very fair valuation of RMBS, is intact and up, and RMBS has a long way to go before it becomes ludicrously valued, and if the NAZ resumes its merry ways, RMBS might indeed reach such lofty levels of valuation. You of course must assess if you want to be on a train driven by the momo boys, since from here on, they will probably be driving the stock to new heights (in due time?). Zeev PS, I should probably call the SI administrator for my commision (VBG).