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

To: Ibexx who wrote (2779)1/15/1998 11:01:00 PM
From: RetiredNow  Read Replies (1) | Respond to of 93625
 
You know what's interesting about analyst concerns over flat revenues in the next two quarters? Rambus had already released their earnings forecast for the next several quarters prior to the most recent press releases, and they showed the next two quarters being relatively flat. In other words, this isn't NEW news. It's old. So the price movement is ludicrous. We buy on dips.

Ibexx, question for you. What do you think about the idea of INTC buying out RMBS? If you think yes, any thoughts on timing?

TIA!



To: Ibexx who wrote (2779)1/16/1998 2:15:00 AM
From: Michel Bera  Read Replies (2) | Respond to of 93625
 
Ibexx and all,

Just a little hello. RMBS is indeed on track at this point. In my drawer
as the expression goes now on this thread since last August. I agree
it is a long wait to the next two quarters.

Just my one cent.

MiB

PS : a good friend of mine in Switzerland tells me that those big market
go in three waves. Do you think we have passed the second or the
third one ? (the one that put into hibernation most market bulls for a
long time)


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