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

To: MulhollandDrive who wrote (13200)	1/14/1999 12:07:00 PM
From: Glenn Norman	Respond to of 93625

Yo_Ms.Betty P., I lurk on the Rmbs and Asnd threads (and a few others)and I follow every ones thoughts on the whys and wherefores of ups and downs in the different sectors. I think your thoughts on the classifing of RMBS in the SEMI sector is very interesting! I would think that since ALL computers sold MUST have some sort of MEMORY, that the equipment sales of computer companies would be a more accurate guage of RMBS's true sector indicator than either the SEMI or Intellectual Properties market segment. I do think you are correct in your assessment of pricing damage due to incorrect calls from industry ANALyst, but I believe you would be very foolish to eliminate any of your current position in RMBS, as the train is just now starting to gather speed! Salude - Norman!