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


To: stephen wall who wrote (8677)10/16/1998 10:48:00 AM
From: MulhollandDrive  Read Replies (1) | Respond to of 93625
 
Stephen,

I'm convinced the big question in investors' minds right now is What Price RMBS? And I still contend that the biggest fear among those who know the story and potential have a greater fear of being out of RMBS. Truthfully, I'm amazed the stock price isn't even higher, and believe that the overall nervousness in the market has "kept RMBS down" (relatively speaking). I have not spoken to any other RMBS investors except those on this thread, but the sense I get is that the RMBS longs are not parting with their shares for a $5 pop in the a.m.

I can't think of too many companies out there right now that have the potential revenue stream as RMBS and ultimately I think the earnings will reflect that potential and the long holders will be richly rewarded.

bp