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

To: MoneyPenny who wrote (2799)1/17/1998 7:08:00 PM
From: Ibexx  Read Replies (1) | Respond to of 93625
 
Sharon,

Thanks for your post re. McNamee's recommendations on WSW.

I agree that McNamee has one of the best track records as a big tech fund manager. I have all the stocks he recommended--as cited in your post--except for ORCL. IMHO, PSFT or SAPHY is a much better bet.

Regards,
Ibexx



To: MoneyPenny who wrote (2799)1/23/1998 11:09:00 PM
From: Estephen  Read Replies (1) | Respond to of 93625
 
sharon, you forgot to mention PMCS, in WSW report w/ Mcnammee. pmcs
was up 3 points today on better than expected earnings. I promptly sold it. 125% is enough for me. I bought rmbs today at 42.5. maybe a
little early but, I'll average in. Big risk right now if your thinking short term but, high band width is a absolute must. after the market settles down and intel proceeds with rambus implimentation, we'll see a 20 point move.

good luck to all!~


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