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Non-Tech : Invest / LTD

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To: Thean who wrote (12601)	3/22/2000 5:51:00 PM
From: SJS	Read Replies (2) of 14427

Thean, RMBS bearishness is specific to RMBS. I am not going to become this thread resident bear, although I learned alot about how I feel losing paper profit in the sharp downturns. Did it come back, sure. This time. Probably will next time too. I have to get a better balance for me. That doesn't mean selling my tech holdings....<g>. Read that article about RMBS memory, and you tell me what you think. Those estimates today by Morgan, etc. are way off. No-one's going to pay $800 or more for 128 MB RAM. IBM is working on similiar technology, as are others and RMBS is going to be hurtin. You heard it here first. What do you think put RMBS into the double digits 5 months ago? The reviews and products are out now, and nothing's changed, IMHO. Steve

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