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

To: richard surckla who wrote (50691)	8/22/2000 9:36:16 AM
From: Ian Anderson	Read Replies (2) \| Respond to of 93625

Richard, Give the guy a break. I've stated many times that I believe in Rambus, but shorting it here is a justifiable position given the absurd market cap. This stock is close to fully valued against any reasonable valuation method, and there is always a risk that someone might stumble. Few traders get it right all the time. I would say that 45% of my decisions are wrong. The 5% edge is all you need to make a profit. I am currently flat, expecting to buy again in the 70s after IDF euphoria dies down. I won't short it because of the risk of a big gap up on licencing news. Ian