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


To: Don Green who wrote (16054)2/19/1999 9:15:00 PM
From: Dave B  Read Replies (1) | Respond to of 93625
 
Don,

On every bad day there are gainers. In every bear market there are gainers. I've never heard the CNBC say that the winners/losers ratio is 0. Not every stock drops when the market tanks. And many of those that do come back very quickly. If earnings double, triple, or more each year for the next 3, 4, 5, ... years, then, even if we have a 5 year bear market, Rambus will a) do better than the vast majority of stocks in the market, and b) we will see increases in the stock price (maybe not commensurate with the gain in earnings but we won't see that anyway as the PE comes down). And I've been around since about 1982, so I've seen a couple of down years. And I think most of the others on this thread have too. Not all, but most.

I'm not weighing in on the $48 argument at all. I don't care; it's a short term issue. But Rambus will be great regardless of the market. It may just be less great than in a good market.

Just my $.02.

Dave B



To: Don Green who wrote (16054)2/19/1999 9:19:00 PM
From: Gary Wisdom  Read Replies (1) | Respond to of 93625
 
<<I guess so few these days have ever seen or invested/traded in a bear market.. >>

You're probably right there Don. However, where's the bear market?

If you think we're in one now, you're wrong on that count too.

And you can save this message and post it back to me in a month.

After that, it expires. <ggg>



To: Don Green who wrote (16054)2/19/1999 9:36:00 PM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
Don,

That may be the problem and I could be wrong, but please layout in a simplified format why we might be entering a bear market.

Do you see interest rates rising LONG TERM? I do not
Do you see a severe slow down in corporate profits? I do not
Do you see consumer spending slowing dramatically? I do not
Are commodity/raw material prices rising? No
Is inflation rearing its ugly head? I do not see it

I am not trying to be right, just tell me why you see a bear market coming.

Regards,

MileHigh