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

To: Gary Wisdom who wrote (15748)	2/18/1999 6:22:00 AM
From: Robert Jacobs	Read Replies (2) \| Respond to of 93625

Gary: I have traded RMBS as well for the same reasons as you...but my trading position is twice my investment position (invest the core...trade the margin). All stocks are not the same and I would agree with you for most of your list. In the case of RMBS, I would predict for myself that if I did not trade the margin but kept it I would do much better over the long pull. Right now, I am accumulating shares as it goes lower...my trading is over as when RMBS reverses it will in my opinion be starting a long ramp to an industry winner. So my "trading" shares that I am buying now I will keep rather than trading them 'cause who knows if when the ramp begins we will get another pull back. WDC was a good trader because of the proven cyclical nature of the disk drive industry....maybe memory chip industry will be model for RMBS and after 5 yrs we'll all sell...we got time to figure that one out. I trade alot....but I feel RMBS when it gets going may be different...aka MSFT. By the way...INTC and MRK were great buy and holds. My mother in law got 200 shares in the sixties....would be embarassing to say what they're worth today. I make a little money trading...I've made a lot of money buying and holding great companies.... Good luck!