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

To: MileHigh who wrote (14877)	2/1/1999 8:28:00 PM
From: Mkilloran	Respond to of 93625

MileHigh...It's been my observation that the institutions don't jump in early but wait for the delivery of several good earnings reports first. Based on that I'd expect to see a lot more inst investing in RMBS late in yr 2000. With many more brokers reporting on RMBS around the same time frame. H&Q and some others are more tied into the VC cycle ....raise the babies and sell them when mainstream investors are buying them. Who was buying the AOL stock 18 months ago???? Now look at it ...

To: MileHigh who wrote (14877)	2/1/1999 10:43:00 PM
From: MWA	Respond to of 93625

Mile High- " lack of institutional coverage" Often institutional coverage is initiated by firms in hope of participating in corporate finance activities (stock, bond, etc. underwriting). A firm will cover a company to gain access in the selling group of future offerings. Perhaps the firms do not perceive RMBS as having potential needs and would rather focus on more likely candidates. Also, most wirehouses have average (to poor) research, they are late to the scene most often. mwa