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Politics : Ask Michael Burke

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To: John Stichnoth who wrote (61942)	6/10/1999 7:17:00 PM
From: MileHigh	Read Replies (1) of 132070

John, You raise some very good points and ones I will not argue with. I also don't know the answers. I talked to a guy who designs HP's super computers and he said everyone will use RDRAM but said (something like this) another memory breakthrough will come and one will need to be able to jump off RMBS IF it happens. I am not as much a RMBS bull as you might think. I am a bull but have my concerns as well. There is not a stock out without risk, but it's just the explosiveness of the earnings that is scary (RMBS that is). I think it is setting itself up as a classic example of a mo mo stock. IF (and I mean if) the earnings growth slows in 3-5 years, the fundies will jump off. But I think we are way ahead of ourselves here. RMBS is going to happen IMO! Sorry Earlie! <gg> JMTC's, MileHigh

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