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

To: MileHigh who wrote (16660)	2/25/1999 8:34:00 AM
From: Robert Jacobs	Respond to of 93625

uncle: you are definitely a loved member of the family...so as a caring nephew, PLEASE do not invest 80% of your holdings in one company...it will ruin your stomach before it may ruin your portfolio. My RMBS position right now is a healthy one but it is only 3% of my securities holdings so if there are hiccups I won't get an ulcer. (By the way, RMBS is my largest single semi position which as the story unfolds i will increase...I did this with MSFT in the early years and even tho my basis on last purchases were 4x the original IPO purchases the basis is still under $2!!!....the point is there will be time to average up if indeed we have here what we think we have...no need to hit a home run in the first inning....)

To: MileHigh who wrote (16660)	2/25/1999 8:40:00 AM
From: Chas	Read Replies (1) \| Respond to of 93625

I agree, even though Rambus is clearly a winner long term the overall market and post IDF symdrom will possibly cause Rmbs to go down and retest its recent low or at least 71 area.(not TA just opinion_). Could be an excellent time to buy some leaps. I continue to hear about and read about issues, big issues remaining with rambus. I hope they can get these fixed in time or it could get ugly, might wait til May, supposed to be an internal major milestone gate to make September happen. I cannot even think about notebooks using Rambus until they get the desktop issues worked out, the heat issues are not trival. enjoy your posts.