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

To: jopawa who wrote (7517)	9/28/1998 4:07:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

Well, I get the sense that the late day selloff wasn't "RMBS" related, but market related instead. Still a lot of wild cards relative to the market that haven't been factored in, so while the intraday retracement is a disappointment, RMBS seemed to be moving in concert with the other high techs. (INTC, DELL, CPQ, LU all began selling off later in the day, all well off their highs.) Anyway, glad you did well on your trade. bp

To: jopawa who wrote (7517)	9/28/1998 7:37:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

John, I think you can get back in lower <g> I will ask again, what "real" news was broken this past week? The Dell order? Yes indeed. The strong support that is growing for RDRAM? Yes. But we have to remember that a lot of this good news is already priced into the stock, i.e., PE of over 275... My point is that WS already knows that RMBS will be the next memory standard, they know that INTC enthusiastically embraces RDRAM, they know that the profits should be incredible. Again, I think this news is priced into the stock in the form of discounted future earnings and cash flows. IMHO, the next hyper move will be when LU, MOT, CSCO announce a new chip in a new channel thereby creating a new revenue stream not already discounted into the price.... JMHO! MileHigh PS- I'm not short, I'm covered (for now). Perhaps I can buy back my calls tomorrow at a profit <g>