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


To: MileHigh who wrote (10933)12/3/1998 12:43:00 AM
From: Timothy Liu  Read Replies (2) | Respond to of 93625
 
MH,

There was some Asian issue involved but I am not sure they are consequence of the economic turmoil. I know China was a big buyer of Boeing planes a couple of years ago. There are a lot of regional airlines that comes out that are sponsored by regional government. Because of that, there is a surge of demand which I am sure lift the airplane market. Later on, because of misplanning, overexpansion and competition, business soured and only a few major ones survived. Problem is, average Chinese can't afford to take airplane on casual trip.

The reason I am saying it may not related to the economic problem is: even if the economic environment is good, I don't see the airline industry there pick up by much. Airline industry there is more of a luxury rather than a big component of transportation.

Tim
Just my 0.02$



To: MileHigh who wrote (10933)12/3/1998 12:47:00 AM
From: Don Green  Read Replies (2) | Respond to of 93625
 
I totally Agree on Boeing will POP will The CEO gets the boot.. Just like what happen at ATT..

No Credibility? Boeing is America's BIGGEST Exporter, watch the increased stress levels as the trade numbers get MUCH worse..

I am not comparing Boeing to Rambus.. I have great respect of Rambus's leadership, in fact they are too quiet.. But slow and constant growth is great, look at Dell.

But the numbers that so many keep talking about are a tad bit unrealistic.

If they were so good, EVERY brokerage house in the country would be touting the stock or it would have been bought out by Intel OR SOMEONE ELSE long ago.

COMMON SENSE 101.

REGARDS
DON