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

To: Alan Hume who wrote (10574)	11/29/1998 9:46:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Alan, >>>Actually I disagree with you. I follow a bunch of software, semicon and computer stocks very closely. I could give you a long list of mid cap stocks in this group which have doubled since October 7th. Compared to these, RMBS, despite its better mid and long term prospects has been a lagard. I am glad you disagree and see the stock moving higher. I hope you are right <gg> >>>The current spurt is without doubt due to A)Fidelity and B)the first public demonstration of RMBS technology at the recent COMDEX. I agree, and for a more academic reason, a lot of the risk has been taken out of the stock, i.e., INTC/MU investment, Intel roadmap has not changed, DRA manu's are ramping up production, and Camino/Katmai are around the corner....Therefore more buyers feel comfortable entering, thus the frenzied buying interest. In closing, my point was that we are already at a PE of 300 now. That is HUGE and the market has already discounted much of their future earnings. That is why I am surprised abit. I also, am inclined to believe that the market is discounting some news or information that they think is coming.. Just think if RMBS introduces a refinement to the current offering which will overcome some of the technical issues without needing any retooling or the like. That would be great news! >>>No one who voiced his opinion or submitted a financial model considered HYPE. I do not care how it gets to $400-500. It all spends the same, hype or no hype <gg>. >>>Played 18 holes this morning at 2°C with winter greens (You have every right to question my sanity) Where do you reside? Regards, MileHigh

To: Alan Hume who wrote (10574)	11/29/1998 10:21:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

2 degrees? heck, i just got back from a walk at the beach, stopped for eggs and toast at an outdoor cafe. when i read your post i went and looked. my refrigerator isn't that cold. rmbs is hot though!!

To: Alan Hume who wrote (10574)	11/29/1998 11:12:00 AM
From: capt rocky	Respond to of 93625

funny you should mention sound blaster and voodoo as i have creaf also . up from 8 to 18 since since stupid thursday.i took a look at aklm and ended up buying my kid -- "south park" for christmas this morning. digital river (driv) took my order on the phone but i could have ordered online. it seems driv handles trans- actions for 1700 online stores. i thought i'd buy driv. looked it up-----up 8 on fri. to 30 . talk about a day late and a dollar short! it seems funds are buying anything related to online shopping. me too on mon. am. they may be wrong , but they're driving the market. rmbs should break 100 easily mon. also new call options should start as the price rises. we should see 100s and 105s. go back 2 weeks ,seems remarkable!----- trading nimblely ---rocky