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

To: Boplicity who wrote (2096)10/24/1997 12:45:00 PM
From: Bill Harmond  Read Replies (1) | Respond to of 93625
 
Gregory, I'm letting my Rambus ride. It's already had a significant correction and seems to me to be basing. Today's sell-off is on very light volume, and the bond market is strong.

IMO, Rambus is the key enabler for the next PC upgrade cycle. That's too important a notion for me to trade from here.

The semi equipment stocks are getting creamed today because over half their business comes from Asia, where currencies are being devalued. Rambus' business model is immune from such pressures.



To: Boplicity who wrote (2096)10/24/1997 12:59:00 PM
From: KM  Read Replies (2) | Respond to of 93625
 
Greg: That's funny! I covered the remainder of my short this a.m. It might indeed have more downside but I had to free up some money to buy more AMAT. I think there's more upside in AMAT than downside in RMBS. A no-brainer.

Waiting to go long again now. BTW, notice IOM? Not tanking with the rest of the market.


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