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Politics : Ask Michael Burke

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To: Skeeter Bug who wrote (76715)	2/29/2000 5:54:00 AM
From: Steve Lee	Read Replies (1) of 132070

Did you guys catch the news about Rambus supplying digital TV hardware? Came out after the close I believe so there could have been another overnight refuelling for the RMBS rocket! Getting closer to my target of $500. Still plenty of profit potential left for late adopters. Are you still buying puts? BTW, I agree with you about Micron. A nice short candidate. The only hope this company has is for DDR-RAM to take off as I believe they have a nead start in this area. Unfortunately for MU, that is unlikey to happen. Even if it did, their advantage would not last long as other players would ramp quickly. Similarly we will soon see Samsung losing its Rambus head start and RDRAM prices coming down.

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