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

To: MulhollandDrive who wrote (18546)	4/12/1999 8:29:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

bp, I have to admit, I kind of like it when these "stress points" occur in an industry. I had an old boss (well, he was actually a young boss) who used to say "When the tide comes in, even the dead fish float". When business is good, everyone looks good and anyone can make money. However, when the s**t hits the fan, you have to start doing your homework for real and determine where the real winners are. Then you concentrate your resources on the winners. These industry shake-outs point out for real who has a good business model and who doesn't. Money will shake-out of the losers and head to the winners. Of course, at this time, it'll also head out of the PC industry. Until everyone figures out that there's really only six internet companies that will turn a decent profit, it'll go into the internets. After that, some of it will come back. <g> Has everyone checked out www.heyidiot.com? Dave B