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

To: Greg Jung who wrote (7752)	10/2/1998 5:55:00 AM
From: wily	Read Replies (1) \| Respond to of 93625

>>Yhoo, amzn, aol as a hedge-fund vehicle Now that is an interesting post (saving as a document) (there should be a "best of" thread) Could this have been the "sloppy buying" on RMBS the other day? >>Windows NT lends itself well to work with the bursty mode nature of Rambus. When paired with the Intel processor cache to handle individual access requests I am starting to see why Intel has chosen Rambus to be the memory interface of choice, especially in the Windows NT environment. Also interesting. Makes Intel's motives more substantive-looking. >>Be careful REH, the next 3 months About two weeks ago there was an article in Barrons with their technical analyst guy, I think that is Barton Biggs(?), and I can't find it now (it was an interview). (WSJ Interactive has switched to issuing Barrons On-line a week late--I'm wondering what other "changes" they have made)(and, note they did this without even commenting on it--I thought it was too good a deal, guess I was right). But he was talking about the likelihood of the DOW seeing some absurd levels. (Although I don't think his technical analysis performed that well throughout the '90s). I'm thinking this may be possible: Many have seen the last few years as a liquidity-driven bubble (including the Japanese--but, how would they know?) and now that money is starting to flow the other way, I guess anything could happen. On the other hand, there is this kind of stuff: Message 5892797 But coming up with industry forecasts for next year is proving to be a trickier job than usual. ST Microelectronics' Dauvin said he was still finalizing his own 1999 forecast at the end of September because he wanted more economic data from several key countries, in particular the United States and Germany, which is in the process of installing a new government under chancellor-elect Gerhard Schroeder of the Social Democrat party. The European chip executive is maintaining a cautious stance at this point. "Right now, it looks like a 5% to 8% global growth year compared to -3% to -5% in 1997," said Dauvin, who believes a full-blown chip recovery will begin late in the second quarter next year after a somewhat flat first quarter. Still, although we may not be headed for a recession, we may get the panic anyway. It would be nice to have some cash if that happens.

To: Greg Jung who wrote (7752)	10/2/1998 9:16:00 AM
From: jopawa	Respond to of 93625

Greg, Thanks for that post. I've mentioned here that they are completely in the hands of day traders and options guys. Dell is also in that camp, although at least there is not quite the delinkage from reality. The volume completely tells the tale, 10-20 mil a day not at all unusual. Dell trades AVG 35 mil a day! When the music stops, if it ever does, there won't be half enough chairs for the players. As a side note, I remember when I first started in the market when I was in college in 86, the volume leaders were lucky to break 1 mil shares. I'm sure those that are older than me can relate even more placid times. John