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

To: Barry Grossman who wrote (5859)	7/26/1998 4:30:00 AM
From: Michel Bera	Respond to of 93625

Barry, This is an excellent summary of all that we all love around RMBS. But there is (are) some reason(s) holding the stock down. - Intel is IMHO most likely in a kind of succession war : there is always uncertainty when a legendary executive quits the head of such a legendary company. I am reminded of moments when IBM mainframes were still impressing the whole universe (1983), when we were expecting, brainwashed, tiny disclosures of their future "Sierra", "Summit" architecture and functionalities, sloberring the same way we do today when we see INTC chips roadmaps extending up to..why not 2050 now ? Chaos Theory and immense competition shows that INTC will have to navigate toughly against new, may be non-PC, initiatives, hence not only execute an incremental plan, as competition waves strike. And their immense captain has left the board to retire. Where is also the new Regis McKenna, for the new 80286/68000 battle of today ? - Wall Street, as it was posted, is entering shaky times, and next week will show August direction. That is just a market cycle, I agree, believing a lot in Harry Dent's demographic theory (the roaring 2000s). I do not find myself that after waiting for what will have been a year in 20 days, RMBS choice was such a good pick. INTC condition might worsen a lot, as its absence of strategy in a world where the PC metaphor is weakening, and this would undermine all the current RMBS brilliant scheme that was extremely well described in your post. Just my two cents, MiB (To end up with a touch of a smile, may be good news for the stock price are finally coming up as I turn bearish - or at least cautious on the stock).