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

To: Scott Maxwell who wrote (3379)	3/27/1998 2:47:00 PM
From: Dr. Id	Respond to of 93625

Just spoke to broker at H and Q. Said that they think that Intel's announcement about redoing their plant created some worry/uncertainty re: Rambus. However, their analyst hasn't changed his opinion and they are recommending buying at these levels.

To: Scott Maxwell who wrote (3379)	3/27/1998 2:53:00 PM
From: dougjn	Read Replies (1) \| Respond to of 93625

Yes. <<Who knows how long the market will continue to assume that no news means investors will stay out until there is some "action" -- could be a week, a quarter, or a year, but a much higher price seems likely in two years.>> Seems to me we are in a classic market blind spot. One which I felt last summer could be more or less predicted to occur. We are past the initial IPO and story stock euphoria. Stock has to prove itself. However, the big bucks are a bit more than a year off before they start coming in. Intel releases its first Rmbs interfacing chip in the later part of 99. But who knows when the virtual inevitability of big earnings starts to get priced in. Only question is just how big. Doug