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

To: jopawa who wrote (7504)	9/28/1998 11:39:00 AM
From: MulhollandDrive	Respond to of 93625

John, I know what you mean, but the fact that RMBS stabilized so well after what I consider the "market driven" selloff down to 51 on "no news" had me convinced that most of the sideliners anticipating getting into RMBS had recognized that current holders weren't going to be shaken out. I do think that the DELL order Al posted today is significant news though. Even though DELL and CPQ got on board last June, there's just something about seeing actual orders being placed. It changes investor psychology, imo. Investors now know licensee royalty revenue will be forthcoming, now it's a question of how much. Considering the potential breadth of RMBS' market, those numbers could be stunning. bp