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Technology Stocks : Transmeta (TMTA)-The Monster That Could Slay Intel
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To: Artslaw who wrote (302)11/10/2000 1:19:35 PM
From: ComradeBrehznev  Read Replies (1) of 421
 
Steven,

"Personally, I think BRCD is also a big, bloated bastard of a stock, and you can ask Monday's BRCM buyers (at 220) just how much future growth means to them today (at 160)."

Of course I was referring to their performance since IPO, not the past few days.

"But, if you believe TMTA to be the next BRCM or BRCD (at their IPO, say), then you should have no fear picking it up now at a discount to its intrinsic value. "

I'm a daytrader, so for my $, that's irrelevant.

"Your opinion would mean be much more to me (and others, presumably) if you actually put your money where your mouth is"

That's too bad if you feel that way. You said you took a 'small' short position, so then we should only give a 'small' weight to your opinions?

CB
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