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

To: Karl Radke who wrote (13686)	1/15/1999 6:10:00 PM
From: Ibexx	Respond to of 93625

karl, Re. Question to all: Is RMBS worth owning at $2B+ market cap when revs are a fraction of the company's worth and their technology's inclusion is still several quarter's away? Think it best to wait for a while? Thanks. If you asked such a question, then I'd say you probably shouldn't own this stock. It's a little like getting married, when in doubt--don't do it. RMBS, at the present juncture, is not a value play. Ibexx

To: Karl Radke who wrote (13686)	1/16/1999 10:31:00 AM
From: Alan Hume	Read Replies (1) \| Respond to of 93625

Hi Karl, "Is RMBS worth owning at $2B+ market cap when revs are a fraction of the company's worth and their technology's inclusion is still several quarter's away? Think it best to wait for a while?" A very good question..... I suppose it is all a question of faith. If RMBS comes true as we foresee it, then you can expect a price development which be nothing short of spectacular. Dare I say it will make AMZN and friends look like dogs. You may wait until Caminio / RMBS hits the market and reduce your risk to zero. But then the entry price will not be $90, or anything like it. The choice is yours Alan