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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-11.1%Dec 12 9:30 AM EST
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To: Bilow who wrote (81037)2/15/2002 9:54:53 PM
From: SBHX  Read Replies (1) of 93625
 
Carl,

For some reason, SI has a different list.

siliconinvestor.irchannel.com


Institution Shares Held Change % O/S Turnover Style Inv Type Filing Date 
PRIMECAP Management Company 2,800,000 0 2.8% Low GARP IA 12/01 
Watch Point Asset Management 1,835,000 1,835,000 1.8% High GARP HF 09/01


A. #2 on that list is watch point which did not show up on your list.
B. Watch Point Asset's biggest assets are #1 RMBS and #3 TYCO.
C. Seems 33% of institution holders of rmbs are of the 'index' variety of fund. How many invest in the sox?

Maybe SI has wrong data?

SbH
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