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

To: Robert Jacobs who wrote (15188)	2/6/1999 10:12:00 AM
From: Gary Wisdom	Respond to of 93625

Robert, great post. Makes me ashamed that I ever traded this stock in the first place. I don't particularly need a $30MM house. How about if I buy $1MM house and reinvest the rest in more Rambus as it matures? <ggg> I agree 100%. Right now, Rambus is in the hands of too many daytraders that got their just desserts these past 4 weeks with the huge haircut the stock took (undeservedly so IMHO). In the long run, that's terrific as all know that it is not good for a stock to get ahead of itself. We all saw what happened when it did that. Let's see, the stock is at $75 right now. If it closes 1999 at $90, that's a 20% return on capital. I can live with that in order to participate in the huge ramp up in years to come. Good luck.

To: Robert Jacobs who wrote (15188)	2/6/1999 10:28:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Robert, welcome aboard. I think that for the next five seven years, you are absolutely correct, but beyond those time horizons, the function that RMBS technology is enabling may be replaced by other technologies. MSFT created the lock on the operating system and shifting to other OS has been very difficult (compatibility issues). Unless we get visibility that RMBS is locking future technologies to the GHZ range, it might be a fun trip and quite profitable, but there will be a time (long before profits will actually decline) when the market will shift its attention to other technologies. I think that Ampex is an example of a company that had a technical lock on a huge market place, but somehow, did not manage to stay around to continue and provide all the future applications available. In any event, such foreboding comments are quite premature at this time, no threat of any significance is on the horizon. Zeev

To: Robert Jacobs who wrote (15188)	2/6/1999 10:58:00 AM
From: Mkilloran	Read Replies (2) \| Respond to of 93625

robert.....here's a chart of some very successful hardware companies that I hope RMBS will emulate. I wonder how many will have the patients to hold on thru the long run or cash in early for the good things in life.... I see why you now call your 5,000 sq ft house the $30 million dollar house...... techstocks.com Now how many have cashed out at 2,3,4,5 times their investment in the above companies and missed the chance to multiply their investments by 29 to 450 times their investments.... Where will RMBS be in year 2004 ????

To: Robert Jacobs who wrote (15188)	2/6/1999 11:17:00 AM
From: abuck95	Read Replies (2) \| Respond to of 93625

Robert well written, I like your slant. I believe that the investors that took the biggest risks somewhat like a VC, were the ones who placed their bets in the 30s 40s of last year. A ton of news mostly positive has come out since then. Rambus is not even close to as risky as those days. Yet new money can enter for a modest premium if you buy into the WHEN not IF. Considering purchase of some calls anyone have some favorite months and strikes that you see as opportune?