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

To: Don Green who wrote (20815)	5/26/1999 12:42:00 AM
From: pompsander	Read Replies (2) \| Respond to of 93625

Don... You and I both live a few miles from Mr. Gates. I made the mistake of selling off much of my Microsoft over the years because it was "just too darned expensive". Now, I bought some Cisco and Dell and other quality companies with the proceeds so, other than a tax event, it didn't hurt me that much. But, frankly, I would be better off if I had held because the Microsoft story was never really in doubt. It is possible to say that I made a mistake by selling or that I diversified and made a better move by selling into other quality companies. Mox Nix. I think the ultimate question for any seller of a quality growth company is whether they wish to take the risk of not being able to reenter at a reasonable price - a price which does not eliminate the gain they just achieved? As for Rambus, I'll hold on. By the way, I also used part of that Microsoft sale to buy Eurodisney, so what do I know?