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

To: Patrick E.McDaniel who wrote (7628)	9/30/1998 9:58:00 AM
From: Rosemary	Read Replies (1) \| Respond to of 93625

Pat, I notice you didn't ask me my opinion. Hmmmphhh. What I would tell all my friends is to buy in in the 50's and have fun playing the ups and downs. What's your thinking about October Pat? Let me think 30 days has Sept., uh oh.

To: Patrick E.McDaniel who wrote (7628)	9/30/1998 10:09:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 93625

Have you gone to RMBS WEB page yet? The industry backing is huge. Yesterday we got hint of a larger sooner roll-out. Time to worry about the PE (I'm not a big fan of PE, because if I was I wouldn't touch DELL on PE bases alone) is when deployment happens and we start to get earnings from RDRAM, before that time it's the story that drives the stock. Also, we are not just talking PCs here for RDRAM, communication gear too. Believe it or not, my biggest worry, near term, is Nintendo not using RDRAM for it's next gen player, on psychological bases that would hurt. So in sum, this is no DELL a buy and hold stock, the float is small, MM have a field day, but the potential rev. stream is large, and the story drives the stock. My suggestions, as always with any stock one wants to buy, is to take a small position, get a feel for it then add as ones knows the story better. For and entry point I will get back to you by PM once I get to my padded room at my store. 11 central time today I hope. <gggg> Greg