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Pastimes : G&K Investing for Curmudgeons

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To: tekboy who wrote (6131)9/13/2000 3:08:35 PM
From: unclewest  Read Replies (2) of 22706
 
tb,
you win!
that was the ultimate post about nothing...

i bought rmbs today...i actually bought at the market at the open...got a lucky fill under 83.

i never buy gap opens...never...but i did today.

imo the more significant of today's news is the sony and panasonic use of rdram in tv, settop box and dvd. i discussed this on the rmbs thread about 2-2 1/2 years ago...it was all talk then.
the thing i really liked is that these products are rolling right now...no more waiting...rmbs is now in PC memory, game players, tv, dvd, and settop boxes as well as communications asics. these other products will protect the downside while mu figures out what to do.

in tfm moore says dram companies cross the chasm and go directly into a tornado. see page 135 for his comments on rmbs.
unclewest
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