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

To: Alan Hume who wrote (15038)	2/3/1999 3:55:00 PM
From: Kenny	Read Replies (1) \| Respond to of 93625

Alan, I was equally suspicious . . . couldn't agree with you more. You know and I know he knew--just can't prove it. Kind of like Washington, isn't it? Kenny

To: Alan Hume who wrote (15038)	2/3/1999 5:21:00 PM
From: sam	Read Replies (1) \| Respond to of 93625

I suspect he'll remain quite until RMBS runs away and he thinks he should bring it down (although, if all the bad news is out -- Camino is on schedule --and RDRAM chips start appearing enmass by this summer, then he may just raise his target instead). I say this because that's what he did (downgrade) with BRCM. He gave a 120 target and the stock ran to 180. Then he downgraded based on valuation. Stock returned to his target. No earnings hiccup there, so BRCM ran again to about 160. I have a lot of respect for Edelstone because he seemed to get INTL right this past year, while Kurlak got it dead wrong. Does that mean he doesn't have his own agenda? Of course not. All those guys do. Unfortunately, they get information before we do. So we gotta listen to them from time to time. Wouldn't it be great if all info was disseminated to everyone at the same time?