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

To: MulhollandDrive who wrote (8582)	10/15/1998 10:31:00 AM
From: REH	Read Replies (1) \| Respond to of 93625

my last talk with H&Q the other day led me to belive that institutions are increasing their investment in rmbs. the volume today would suggest somebody's picking up a fair number of shares anticipating a rise. OT: Picked up some Verity (VRTY) shares yesterday - think it's got good upside potential reh

To: MulhollandDrive who wrote (8582)	10/15/1998 10:46:00 AM
From: TigerPaw	Read Replies (1) \| Respond to of 93625

I'm actually surprised in light of the HWP warning that we didn't see more selling pressure this a.m. HWP is being squeezed between Dell and Lexmark. I don't think anyone is taking them for surrigates of the technology market at the current time. As far as RMBS holding, there appears to be accumulation going on. I don't think any fund is willing to take a big position yet, but there may be a more widespread gathering of smaller positions by these institutions and with the RMBS float it doesn't take much. I think all the memory and chipmaker announcements are in now. There may be a few more but it will just have a me too effect. The next big push will come when Intel is about to ship samples of the Rambus memory controller and it is obvious they won't slip the schedule again. Finally comes sales and sequential earnings growth. There won't be any widespread buy recommendations until the brokers have a big enough position to sell from their own basket. TP