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


To: KM who wrote (17934)3/28/1999 9:58:00 PM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
Truff,

When are you going to cover RMBS? Are you looking for any catalyst? Based upon what we have been reading (I know Al, I shouldn't believe any of it) RMBS could very well warn of softness again, BWDIK...

Good Luck!

MileHigh



To: KM who wrote (17934)3/29/1999 8:50:00 AM
From: jopawa  Read Replies (1) | Respond to of 93625
 
Truff,

Interesting thing about Cramer, is that he didn't know RMBS from Rambo until a few months ago when Roger McNamee told him at some tech conference that RMBS and INKT were two of his favs. He mentioned this in a column, and now he seems to pop in these subtle negatives about it occasionally. Remember his RMBS as battlefield analogy of last month or so? I'm not suggesting anything other than to say that when you are NOT long something you think has potential, you tend to want it to go lower, and you tend to bring out the negatives so that you can get at a better price. Just listen to Mile's recent comments. Not a dig at Mile, just reality, and to his credit he has mentioned he's not long.

John



To: KM who wrote (17934)3/29/1999 10:25:00 AM
From: MulhollandDrive  Read Replies (1) | Respond to of 93625
 
>>
And if Compaq says things are great, maybe you should think again
before taking some Rambus (RMBS:Nasdaq). It's just more complicated
than that. No matter what the press may tell you. <<

Of course you need to understand the context of "great"......compared to what?

Disclosure:

Sold ALL my CPQ and DELL in early Feb.

bp