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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.03-1.3%2:41 PM EST

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To: Zeev Hed who wrote (51120)8/24/2000 11:39:06 PM
From: jim kelley   of 93625
 
Zeev,

Perhaps, you are right! I should leave Happy Harry to short some more. After all if it was a good short at 81 then it should be even better at 90.

However, BILOW clearly does not have the stomach to be much either a short or a long so I think it is OK to rattle his cage.

The fundamental news looks good:

The AMDroids got their 20 stage pipeline argument taken away from them by Intel today so it looks like they are just going to have to complain about the closely guarded benchmarks for the P4. An Intel guy told me today at the IDF that even he can not get access to the benchmarks info.

The introduction date for the P4 was given.

Avo rattled his sabre convincingly.

The Itanium info I saw looks good including the early benchmark data.

On the buy and hold strategy, Ian stated that he would have done better by buying and holding that trying to time the swings in the stock. I ahve a new trading account I opened last month where Stuart Steele trades. It is up 50% on trading in a month. So I can not complain about the swings.

I'll try to be nicer to the true shorts.....
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