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

To: stephen wall who wrote (10606)	11/30/1998 2:32:00 AM
From: Alan Hume	Read Replies (2) \| Respond to of 93625

Thread, here is probably a nieve question: Why should RMBS's stock price movements be linked with those of Internet stocks? The only thing I see that they have in common is a high P/E. I am obviously missing something, could somebody enlighten me please? Alan

To: stephen wall who wrote (10606)	11/30/1998 9:36:00 AM
From: Zeev Hed	Respond to of 93625

Stephen, I realize Vinik left Magellan quite some time ago, my point was that when these funds finally let you know what they bought, they may actually be on the way out. I have seen that more than once. That does not mean that I am bearish on RMBS, I am simply not enthused about a market going up parabolically, and am extremely worried when the markets make new highs with the new high list not breaking 100 either on the Dow or the Naz. Zeev