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

To: Don Green who wrote (6826)	8/31/1998 3:06:00 PM
From: MulhollandDrive	Respond to of 93625

I'm sorry, but it is a bogus argument to say that "Sixpack" families will look at their brokerage statements and decide not to buy high end computers, dvd, and peripherals because their net asset value went down. The implication being that a "dampened" market bodes ill for RMBS......Every bit of research regarding the future market for RMBS technology posted on this thread has implied exactly the opposite. Reasonable people can argue at what pace the newer technologies will be implemented, but I guarantee you, when the "sixpack" families are to the point of using products with RMBS technology inside, this stock will have long taken off and left the current price in the dust.......bp

To: Don Green who wrote (6826)	8/31/1998 3:17:00 PM
From: LLCoolG	Respond to of 93625

Don, I think that much lower than 45-50 is kind of pushing the envelope, but your point that you made last week about DELL leading the way was dead on, and I appreciated it. I did get back in this morning to RMBS at 48.375, because I feel that is will be well above this over the next 12 months, and feel no need to be greedy. Also, for people not to sell at highs because of capital gains is ludicrous. You have to pay the doorman to get into the dance. That statement of not selling is like waiting in the parking lot until the 4th quarter so you can see the end of the game for free. I think we had is correctly when we bailed at 58 on the second day of the run a few months back. Basically, I got a free 10 point gain by trading. Please continue to provide your input, particularly as applied to larger pictures. That Dell call was dead on, just look at CSCO/MSFT today. I would have never believed that they'd follow Dell. Regards, G