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

To: MileHigh who wrote (13218)	1/14/1999 1:16:00 PM
From: MulhollandDrive	Respond to of 93625

>>I guess I am all of a sudden wondering why anyone thought this might have been an inexpensive stock prior to Edelstones comments? Edelstone downgrades, and now it is expensive? Nothing has changed (that we know of)<< You're right that nothing has changed, RMBS continues to meet milestones and so far I see nothing on the horizon to change the competitive landscape. I just don't think we should toss out Edlestone valuation downgrade. I asked the question rhetorically, but one does have to wonder how low RMBS would have to go for Edlestone to change his call. It seems to me that something will have to change fairly dramatically in the equation. Either RMBS will have to become "cheap" again on a relative basis or he will have to revise his outlook vis a vis revenues. bp