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

To: REH who wrote (4541)	6/10/1998 9:06:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

REH, As far as RMBS and earnings growth, if you read about growth investing as it is defined, they say keep buying (or holding) as long as revenue and growth rates are being met, and RMBS is still doing that, albeit not as fast as we wish. For instance recent growth in EPS has been .02 > .04 > > .07 > .09 (hopeful July report) and sales growth year over year is over 50% and should continue as we ramp up in '99... Therefore, there is no real reason to sell now, just hold on and wait as mindmeld stated. I personally am struggling with expecting too much too soon, but I believe the IPO hoopla and fanfare is over and it is over so it is time for RMBS to perform. As soon as EPS and sales growth starts to decline, then this should be a warning, JMHO. MileHigh PS- Where is Don "short squeeze" Green? Are you out?

To: REH who wrote (4541)	6/11/1998 7:42:00 AM
From: Thomas P. Friend	Read Replies (1) \| Respond to of 93625

REH, You shouldn't make your sell decision based on whether you have a loss or not. You should decide based on where you think the stock you own will go from where it is now. I sold my Rambus at a substantial loss a few weeks back (at 44), because it was beginning to look certain to me that it was going lower. It's a dangerous game to hold a stock just because it is showing a loss. I live in Massachusetts; I've worked at Wang Labs and Digital, and I've known lots of employees that held A LOT of stock in those companies, and refused to sell because they were showing a loss. Now, ten years later, Wang (as far as their common is concerned) is bankrupt, and those still holding DEC are holding it at a 75% loss (it was as steep as 90% a couple years ago). What goes down does NOT have to go up. (Note: this should not be construed to mean I advocate selling Rambus now.) Tom