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

To: MileHigh who wrote (5208)	6/28/1998 6:19:00 PM
From: Ian@SI	Respond to of 93625

Perhaps I should look at the betas of those that I hold vs RMBS. I may find that RMBS is less volatile than any Technology stock I have. Re AMAT and other Semi Equipment stocks: I think I better understand their products, customers, competitors and overall economic environment than my understanding of that for RMBS. It seems that the "unabashed RMBS bulls" believe that the DRAM makers will give RMBS more profit than they collectively make. I just can't see that happening. While I don't see RMBS going for Chapter 11 any time soon, if ever, I don't have a good feel for when, or if, a competitor such as Samsung with its FCRAM, for example, will blow away the RMBS dream. I just don't feel that I have sufficient knowledge to "gamble" with RMBS long or short. With AMAT, MTSN, SVGI, UTEk, ..., rightly or wrongly, I feel better equipped. For those who either love or hate RMBS, I wish all of you success. Ian.