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

To: Zeev Hed who wrote (42159)	5/13/2000 10:36:00 AM
From: Ian Anderson	Respond to of 93625

Thanks Zeev! I may not believe that the valuation of this stock is rational, but you don't see me knocking the technology. In fact I have said several times, and I'll say it again. An architecture like Rambus which takes account of the transmission line effects of high frequency signal distribution is the only way which works as clock speeds increase. You can't buck the laws of physics, which is why DDR266 is the end of the line. Nor have I ever joined the "short this dog" brigade. I just think that experience shows that Rambus always gives you another chance. I got a lot of flack a while back for claiming that someone had double counted their sales numbers (which he had), that there would be an opportunity to buy back in at $180 (what was the price last week!?), and that there would be some kind of technical problems with PSII (which there were). The volatility makes this a great trading stock. It has a more rational valuation than the internuts, therefore less downside risk. And there is plenty of upside if the pattent enforcement takes a step forward. I hope I am in not out when that happens. So please guys I am not a basher, I am just sharing my DD. If you are married to the stock, just ignore me. Ian