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

To: Thomas P. Friend who wrote (3386)3/28/1998 11:13:00 AM
From: Greg Jung  Respond to of 93625
 
I could imagine if it got any time to settle,
here at 38 or at 32, it could rally into earnings anticipation day.
The weakness in the stock I believe is related to weakness in semi equipment in general, and the slowdown of the next generation build-up. Fewer fabs able to incorporate the Rambus technology creates a direct hit on the anticipated revenue. Meanwhile competing technologies may diminish the splash that rambus-licensed systems could make. Of course the market mavens won't help as they try to inject rationality into the likes of Dell, intel, etc. The rambus stock price is based on high expectations, and there is only so much of that to go around.

JMHO.

Greg



To: Thomas P. Friend who wrote (3386)3/31/1998 8:14:00 PM
From: REH  Read Replies (3) | Respond to of 93625
 
think I finally nailed it, even though I never thought it would go below 45. made for some good buys that paid off well today though
I'm in for the long hall, at least 2-3 more years

reh


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