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

To: jmanvegas who wrote (14684)1/29/1999 7:03:00 PM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
jim,

I tend to think that much of the selling is from the ST traders and uncommitted. This thing may wash out and we may see some funds reenter at a more "affordable" price...What is affordable to a fund? That is the big question...

Many fund managers have made VERY positive comments about RMBS but were not buying because of the price. I see them stepping to the plate pretty soon...The FA is still the key, if everything is still as rosey as we think, then not to worry. It's the unknown that is scary!

MileHigh



To: jmanvegas who wrote (14684)1/29/1999 10:34:00 PM
From: Richard Ruscio  Respond to of 93625
 
If you look at the market caps of DELL, INTC, AMAT, CPQ ... RMBS is what, non-existent ?

No float, no upside earnings surprises, small cap, manic market for big caps ... RMBS slowly drifts down, getting accumulated.

When does the next mutual fund ownership viewing opportunity show itself ? And, do we buy right before that ? Or wait until there's a strong upleg ?

Decisions, decisions.

rr

flat, lots of cash, and waiting.


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