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

To: Shibumi who wrote (3817)	4/16/1998 1:21:00 PM
From: Ibexx	Respond to of 93625

Shibumi, Many thanks for your insightful post, and welcome to the Rambus bus. Regards, Ibexx

To: Shibumi who wrote (3817)	4/16/1998 1:27:00 PM
From: MileHigh	Respond to of 93625

Shibumi, Welcome! Regarding your below comments (BTW, thank you for your thoughtful reasoning), I posted another message earlier on the same thought. That is, RMBS should now feel compelled to announce status of RDRAM in order to sooth market jitters, let's hope at least. IMO, if we get an announcement from both INTC and RMBS stating that the not only is their relationship flourishing but it is on track or ahead of schedule, we should see a nice run up in the price! Any comments from others on chances of this happening and when? TIA MileHigh Why did I invest today? I had been hoping for some time to get in in the high $30's. With the Micron announcement yesterday, and the pressure on Rambus now to compensate by releasing information, I felt that the risk of upside movement was too great too wait.

To: Shibumi who wrote (3817)	4/16/1998 3:09:00 PM
From: dmf	Respond to of 93625

Shibumi: "Today, for the first time, I bought several thousand shares of Rambus. My reasoning is..." Thanks for sharing. I went through the same process yesterday, but only after rereading a number of posts from the beginning days of this thread. Many thanks to you, Ibexx and others who have shared information...and your own thoughts regarding Rambus. Now if I can only forget it's there... dmf

To: Shibumi who wrote (3817)	4/16/1998 3:24:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

Hello Shibumi. Thank you for giving your reasoning for taking your RMBS position. (Good luck to you, BTW) It's always good to hear from individuals who are somewhat close to "ground zero" when it comes to investing in new technologies. I especially like your reasoning for taking your position at this time. I personally think any RMBS shares for less than 50 at this stage is a "gift". While the stock price is volatile (As Gary points out) once it regains upward momentum we could be looking at the 60's in relatively short order. I'm curious as to what kind of time period you have established for your RMBS holding, if any. Welcome aboard! bp

To: Shibumi who wrote (3817)	4/23/1998 4:19:00 AM
From: starpopper	Read Replies (3) \| Respond to of 93625

WHAT DOES A 40-60% MARKET CORRECTION HAVE TO DO WITH RAMBUS?!?! Well if that correction comes this year, as I'm beginning to think it will, RMBS could very well turn out to be the BEST place for long-term money!!! Back in early 1995 I accepted the "DOW 10,000 NASDAQ 2,000, by the year 2000" mantra, and have profited handsomely over the past 3 years! However, DOW 10,000 in 1998 is looking VERY possible and has caused me to rethink some variables and assumptions! WE ARE GOING TOO FAST!!! The latest evidence of an over-speculative market and a market topping pattern appeared in the past few weeks...internet stocks have shot up to TOTALLY UNREALISTIC levels, the "big boys" have finally started searching the Russell 2000 for bargains en-masse, and the Bears have all gone into hibernation at once! I'M STARTING TO GET NERVOUS!!! A 40-60% correction from the 9,700-10,400 on the Dow I'm forecasting for this year means a drop of over 4,000 points...all the way back below Dow 6,000 and Nasdaq 1,200! More importantly, it means that we will be looking at a prolonged period of more than 8 years (some forecasts are predicting 10-12 years!) before we will recoup that loss! Which brings me back to individual investing strategies. Long term investors should beware and take precautions to protect their assets...and remember that "BUY & HOLD" can EASILY turn into "BUY & FOLD"!!! Short term traders should bag their profits quickly and resist the temptation to be greedy! Think about it...over the next year or so we can optimistically envision a 10-12% gain from here, but the downside 40%+ risk is much much greater! As that guy with the "silver foot in his mouth" once said..."sometimes it's wise to be PRUDENT"! NONE of the hundreds of stocks I've traded over the past 10 years will rebound quicker than Rambus! Their phenomenal earnings growth will be just getting started some time after the first signs or shock of a correction are witnessed! However, I'm expecting to be able to pick up more RMBS in the 30's and 20's before we really get moving! That's why I've only got 20% of my RMBS position established, and will add another 30% in the 30's and the final 50% in the twenties! Anybody with substantial holdings at an average price of over $55, should seriously think about an exit strategy soon because it is almost a certainty that we WILL have that MAJOR correction BEFORE or DURING a RMBS runup. This BULL is definitely running scared at the moment, and if it means pulling out of the market for a year or two before a crash that could last longer than 10 years, so be it! Currently I'm trading on a very short term basis and have only one long term (1year) position...Rambus! This market is not for amateurs nor the faint of heart...if you are new to this bandwagon since 1994 then PLEASE be advised to broaden your information base and consider VERY seriously the effects of what this kind of correction could do to your CURRENT holdings!!! Having said all that, I still believe we will see Dow 14,000 before we see 4,000, but unless we have a calm 10-20% correction THIS year I'm afraid it won't happen until 2012! $weet Dream$ $tarpopper PS. Sorry to pour cold water on some of you, but I think it would be VERY healthy at this time to discuss the froth in the markets now rather than later! THE SOONER WE PULL BACK FROM DOW 10,000 & NASDAQ 2,000, THE SOONER WE WILL ACHIEVE THEM FOR GOOD!!!!