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

To: jmanvegas who wrote (13720)	1/16/1999 4:53:00 PM
From: Alan Hume	Read Replies (1) \| Respond to of 93625

Hi Jamanvegas, "The Semi's did lousy on Friday." Really??? Depends which ones you looked at, and you did not look very far, or should I say that you are looking at the picture from the wrong angle!! The semi equipment manu's are on a roll. The biggies like AMAT and KLAC did well on Friday, in fact they are about 150% up in the last 3 months. The semiconductor manufacturing industry is firing on all 8 cylinders, and are updating fabs as fast as they can afford. BUT, and this is where your perspetive is wrong, most of them are loosing money despite full production. This does does not affect RMBS as it is an IP company. I am sure that this suttle difference is known to the institutions whose hands we are in. RMBS's "warning" if you will, was only confirming H&Q's earnings forecast (within a penny), so why should H&Q now decide not to wait 6 months??? Alan