Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Al Serrao who wrote (17931)	3/28/1999 8:32:00 PM
From: MileHigh	Read Replies (3) \| Respond to of 93625

Al, Right, I got it. But how then do you know things are so good with RMBS? Through your personal contacts? Because I suppose we should not believe the good if we can not believe the bad press accounts, right? I guess I don't too much believe in these conspiracy theories. Regards, MileHigh PS- I know EVERYONE has a bias, positive and negative.

To: Al Serrao who wrote (17931)	3/29/1999 2:53:00 AM
From: John Stichnoth	Read Replies (1) \| Respond to of 93625

Al, Liked your story. The key to it, of course, was that it was accurate! Do some numbers: If Boeing was growing in all segments at 12 pct, then they would expect to sell 112 next year. But if 8 percent decline by 12 percent, instead of increasing, then their sales for the period will only be 110. They have been "hurt". Was it newsworthy? Probably not. But, it was accurate. And by the way, think of how stocks are getting clobbered these days by missing EPS estimates by 17%. And Boeing would have achieved that only if they had moved very fast to correct for the slowdown. Which probably didn't happen. Best, JS