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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: lindelgs who wrote (11065)11/2/2000 8:24:29 AM
From: Jim Willie CB  Read Replies (2) of 65232
 
yes, let's drag out stories every 2 weeks with Rambo's signed partners
this Elpida is just NEC and Hitachi revisited
how about next week, a repeat of Samsung story
what I liked most about Samsung was it focused on SDRAM

in the next several weeks or few months, I expect the market will make a mental transition with RMBS stock
they will gradually shift from regarding RMBS a speculative stock, to viewing it as a royalty mighty engine

in the stable: TOSHIBA, OKI, NEC, HITACHI, SAMSUNG

as soon as Micron enters the stable, we jump 30-40% overnight

/ Jim
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