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

To: REH who wrote (14634)	1/29/1999 5:15:00 PM
From: MulhollandDrive	Read Replies (2) \| Respond to of 93625

REH, Mark Edelstone is THE analyst that counts where RMBS is concerned, he said RMBS is a hold. Until he changes his outlook or we get "other source" news, ie Intel Developer Forum, maybe a new networking licensee, this stock is going nowhere. If it holds at this level, consider yourself lucky. I agree with Gary, RMBS is a much safer buy over 90 than it is at this level. bp

To: REH who wrote (14634)	1/29/1999 5:23:00 PM
From: jmanvegas	Respond to of 93625

I understand that RMBS is an IP company. Okay, so that's what it is - there was an awful lot of selling this week and the charts look like s**t. We have a broad distribution top in place and a lot of overhead resistance to get through. IBD has a AAD rating indicating a lot of distribution has and is taking place and the RS has weakened. This is going to take time. I'm not sure RMBS is going to do a quick turnaround - this stock might languish longer than we think and maybe, just maybe, there is a crack in the fundamental story that is going to affect earnings for the next 12-18 months. All the good news is out there. Unless RMBS comes up with blockbuster news soon or there is a new revelation at the INTC conference in Feb., this stock could be dead money for quite a while or at least until the INTC conference. jmanvegas

To: REH who wrote (14634)	1/29/1999 10:59:00 PM
From: jopawa	Read Replies (2) \| Respond to of 93625

<Actually, maybe Rambus' PR person should sit down one day and explain what kind of company they are in laymans words (using words like Software, Yahoo, Yippi, Low Cost, monopoly, Intel, Ferrari....)> A huge problem with RMBS is their lack of visibilty. They have NO clue on how to handle the media or the public. Recall that AMD signed a license with them last Fall and unless you caught AMD's announcement, you would have NO idea. As a RMBS holder who didn't trade, I would still not no to this date. <Sorry for rambling, it just bothers me to see so many sell a stock they don't understand to the few that do (because somebody bought a lot of shares this week!)> REH, get a grip! No sh&% somebody bought a lot of shares this week, 15 points lower than Mon. A boat load of CD shares were purchased the day CD was cut in half last year, would that have been considered bullish in your eyes? John