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

To: KM who wrote (2466)	11/24/1997 10:34:00 AM
From: D.J.Smyth	Respond to of 93625

trufflette, our market should be more dependent on dell afterhours

To: KM who wrote (2466)	11/24/1997 10:57:00 AM
From: TEColeman	Read Replies (2) \| Respond to of 93625

Based on expected earnings for next year of 0.48 and a growth rate of 108% from this year, the fair market value should be around 52$ against next years earnings. That's why I've shorted the stock at 60$. I also believe that the PC market may be slowing and their earnings for next year may be too ambitious. Just one guys opinion.. Congrats to all the longs who held through the recent 40% rise. You may want to take profits soon. TEC

To: KM who wrote (2466)	11/26/1997 7:43:00 PM
From: Teddy	Respond to of 93625

OT Trufflette, just posted here 'cause there is too much OT stuff on the IOM thread. Did someone go to the island to checkout the connector manufacturing hut and is it really a real company? TIA

To: KM who wrote (2466)	11/30/1997 9:53:00 AM
From: Michael Coley	Respond to of 93625

RE: Do you like RMBS? Trufflette, Message 2840236 >> BTW, traded RMBS again through the big up day. Do you like it any better now than you did earlier this summer? << Has anything fundamental changed? I haven't noticed anything really new. I still think it's far, far ahead of itself, similar to Iomega in May of 96 when it hit 55. Based on the valuation, I wouldn't want to trade on the long end of RMBS. But, based on the small float I wouldn't want to trade on the short end either. So I haven't found much use for it. The one new thing now is that there are options. The premiums are very high, and there's not much of a range of dates or strike prices (from what I remember). With the high premiums, I would only consider selling naked options or making a spread. I might consider working my way into an option spread. I do have some extra $$ sitting in the account where I trade options right now. I'll have to look into it. - Michael Coley - i1.net