Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 3:59 PM EST

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To: mishedlo who wrote (49929)	8/15/2000 9:34:49 PM
From: Bilow	Read Replies (1) of 93625

Hi mishedlo; I didn't mean to express concern re your RMBS calls. It seems to me that you must have got them at a good price. I think that the potential volatility in the stock is under represented in the option price. In other words, a good time to be buying time premium instead of selling it. I haven't owned (or been short) RMBS since well before the 1Q run up. I'm kind of bearish right now, because the economy seems just a wee bit too strong, and interest rates seem like they keep creeping up. -- Carl

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