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

To: REH who wrote (8581)	10/15/1998 10:21:00 AM
From: MulhollandDrive	Read Replies (2) \| Respond to of 93625

Reh, I'm actually surprised in light of the HWP warning that we didn't see more selling pressure this a.m. I saw the Kernan piece, overall tone was positive, but he certainly sounded clueless about RMBS... He did say one thing though that I tend to agree with, they put the chart up and he said the stock was "consolidating" at current levels. As far as the fundies following RMBS, I think they are in a tough situation as far as making rec's. The PE looks astronomical and hey, it's not an Internet stock, so being in semi-conductors makes it appear way overvalued in the current market. It's been my contention though (a minority view) that the fundies will have to see sequential earnings growth before they go "public" with any strong buy rec..... bp

To: REH who wrote (8581)	10/15/1998 10:22:00 AM
From: wily	Respond to of 93625

What are the other stocks on the H&Q list for tomorrow--maybe this is a WSW pop anticipation rally?