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

To: REH who wrote (4373)	5/29/1998 9:15:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

REH, did RMBS add in $5M last qtr? If so, no net increase next qtr. Also, keep in mind, that they warned royalties would slow from Nintendo. MileHigh

To: REH who wrote (4373)	5/30/1998 10:51:00 AM
From: Thomas P. Friend	Read Replies (1) \| Respond to of 93625

REH, I give up. You are probably right. No one knows about the secret 50% boost in earnings coming this quarter except us. In fact, we'll probably see your $1400/share even sooner than you predicted. Wish my short-to-midterm analysis didn't cause me to sell in the mid 40's. What was I thinking? By the way, according to research by William O'Neill and Co., 37% of a company's stock price is determined by the group it's in. I seem to have unwittingly become the devil's advocate here. Oh, well. Still bullish for the (much) longer horizon, Tom By the way, REH, I noticed your spelling and grammar have improved markedly in your last couple posts! I'm impressed. (That big Japanese company is called Nintendo, though.) Now waiting for the spillover into the analysis area. (Just kidding; no malice intended!)