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


To: James Fulop who wrote (13197)1/14/1999 11:19:00 AM
From: MulhollandDrive  Read Replies (2) | Respond to of 93625
 
James,

I'm beginning to find this troubling. Even if RMBS reports "blow out" numbers, which I doubt, based on past earnings announcements, analysts may point to the "valuation" relative to the "sector" and consider it "overvalued" and issue more downgrades. I still very much like the story with RMBS, but I don't like the prospect of potential market manipulation by analysts. Mr. Edelstone hasn't had a significant impact on the stock price thus far, but it doesn't help to have one of the most recognized "semi- conductor" analysts taking aim at your profits.

bp