Hi Jozef Halada;Re Estephen and spamming &c. I thought that his behavior was kind of unusual, and out of character for him. So I decided to look back through his posts from the last six months and see if I could figure out what was going on.
First of all, he certainly knows what the purpose of spamming is. Here he is talking about the tactics that shorts use:
"The group clutters the message boards so no positive information can be readily found." #reply-12192326 Estephen Dec 5, 1999
I suppose that if he thinks it works for the shorts, he must also think it works for the longs. (g) Maybe Rambus cut him a sweet deal! (G)
Estephen may have a connection to the formerly mysterious DramReview website, he provides the first mention of it on SI, Feb 18, 2000: #reply-12805421. Since DramReview has now been shown to be inside connected to Rambus, it may be that Estephen is in possession of some information that is making him very, very nervous. I've noted before that Dataquest comes out with new RDRAM market share predictions soon, maybe he already knows what they are. I should provide links on Monday night or possibly a week from then, depending on when they release and when it hits EE-Times.
Estephen Technology Predictions
My favorite: Mar 1, 2000 "RAMBUS WILL BEGIN PENETRATING THE LOWER END MARKET THIS SUMMER WHEN TIMNA IS RELEASED." #reply-13020178 (oops!)
Another: Mar 4, 2000 "It has just been reported on the national (evening) business news that, microsoft and intel will be unveiling their game consol next week !! Shouldn't this be a rambus equiped device. Surely it is." #reply-13045699 (nope!)
Estephen Investment Advice
He is very long RMBS. I could find no sales indications for this year, but back in 1999 he traded it. Since I did keyword searches, it is quite possible that I missed some. (If so, dear reader, please post a link to it.)
My favorite piece of Estephen investment advice, RMBS closes at $421: Mar 10, 2000 "I believe this a great buying opportunity." #reply-13156665
More of same, RMBS closes at $393: Mar 17, 2000 "I bought a small amount in my daughters account." #reply-13228918
Re X-Box going to DDR: Mar 18, 2000 "No Zeev, Thats just you pumping fud on vapor ware a year and half away to get your [$]330 fantasy. You've been so consistantly wrong on all your predictions, I'll take that 330 as contrary indicator to buy more." #reply-13232671
Any time you find yourself posting stuff like the above and this to the best swing trader on SI, it's time to reduce your share size: "Sorry Zeev, We won't even come close to 330." #reply-13229779 "That's why you've so badly blundered your rambus trading. Zeev, all I'm saying is that you've been wrong consistantly in your trading calls on rambus. Don't listen to your self. You'll keep losing money. Get in gradually at these levels." #reply-13233717
Rambus had closed at $317, and was about to dive to $266: Mar 21, 2000 "These stocks come back like a bolt of lightening." #reply-13246689
The thing is, RMBS has been going up nicely the past two weeks. Why is Estephen getting weird now?
-- Carl |
