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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: MileHigh who wrote (23824)3/21/1999 12:35:00 PM
From: Tony Viola  Read Replies (2) | Respond to of 77400
 
Milehigh, >>>
Actually RMBS EPS estimates for '01/'02 are as high as $6.00,<<<

In my experience in this industry, and I'm sure any other, if something becomes that lucrative, other companies rush in to share the wealth and take share away. Of course, Rambus holds the patents, so, may be different on this one?

Tony



To: MileHigh who wrote (23824)3/21/1999 12:40:00 PM
From: MMW  Read Replies (1) | Respond to of 77400
 

Hi MileHigh,

"OT, OT"

RMBS has been public for one more year. It has not shown that the
growth rate match up with its hype. I would not buy into their story
just yet. I rather stick with CSCO, MSFT, INTC and ORCL for a long
term. My early couple year investment lesson has taught me not to
believe hype rather focus on the fundamentals.

Cheers!
Mike


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