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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.71+1.2%12:45 PM EST

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To: blake_paterson who wrote (45921)6/24/2000 1:28:00 AM
From: Marc Schiler  Read Replies (1) of 93625
 
Hi BP,

There are many more of us out there. Some of us said all we had to say a long time ago and have just been riding quietly ever since. (eg post 17761) I've been long RMBS since very shortly after the IPO. I've never shorted, but I've gotten out once or twice when I thought the timing was good. I've read and respected Zeev's commentaries for a long time.

For the record, there couldn't have been better news than Toshiba and Hitachi and the implications. Even so, I will start selling medium term covered calls when we get around 140-150. Notice that I didn't say "if" but rather "when". But at that point we should ease off on the rate of climb. That's around 600 pre-split.

Congratulations to all...

Marc
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