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

To: PAinvestor who wrote (13501)	1/14/1999 10:06:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

PA, why the argument, my point was that despite the fact that RMBS business over the short term is not tied to the semi industry waves, the stock is too often tied to the industry. The same happens to a company like VECO which passed through the last glut unscathed economically (because it is not "exactly" a semi equip. company), but its stock went through a 60% devaluation before it came back. The whole point I was trying to make is that if the semi sector is taken for a shaking, RMBS will as well (a point I made when we collected year end forecasts of the stock's price). Zeev