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Politics : Ask Michael Burke

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To: Tommaso who wrote (84486)	10/23/2000 8:44:21 AM
From: Earlie	Read Replies (2) of 132070

Tommaso: RMBS is not for the faint of heart, but it has very compelling fundamentals for Vaderian disciples. (g) RDram has not fulfilled its promise (I like to be polite) and has, as I had forecast, become an historical footnote. Those betting on RMBS from a long perspective have only the hope that RMBS' lawyers are better than those representing the world's memory producers. Having read most of the pertinent documents, I think that bet is dumb. Still, it is frequently a coin toss when things go to court. For me, the risk/reward ratio is delightfully skewed to the purchasers of short or put positions. Best, Earlie

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