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


To: Timothy Liu who wrote (13052)1/12/1999 6:56:00 PM
From: REH  Respond to of 93625
 
Tim:

yeah, I do. Somebody's got something up their sleeve. What will they do when we get more news, earlier ramp, earnings surprise??

would be very nice if H&Q or RS came out with a different view!

My view is definatly different and I'm telling anybody who'll listen.

reh



To: Timothy Liu who wrote (13052)1/12/1999 7:45:00 PM
From: blake_paterson  Respond to of 93625
 
Tim:

And it had the same impact on ARMHY, a company whose chip design now owns 80% of the cell phone market worldwide. Thrashed it today.

BP



To: Timothy Liu who wrote (13052)1/12/1999 10:14:00 PM
From: Bernard Super  Respond to of 93625
 
RMBS, BRCM and ARMHY - three stocks in which I own significant positions. I, too, believe that intellectual property stocks are the wave of the future: creates a situation where the best talent is the most strongly incentivized financially, and is able to run the ball with the least bureaucractic interference!

Bernard