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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (1576)	6/8/1999 3:14:00 PM
From: Michael Burry	Respond to of 4691

It could be that the market will forever after value Mattel at 50 times earnings as a consumer powerhouse, and after the turnaround my protests will look very wrong. But as with Nike (I was on the bearish side of that one, too, despite known good very long-term prospects), I do suspect I can get a better price. With Nike, my target 32 did present itself, but I didn't bite. As I get distracted by other stocks, I may even lose track of MAT. Keep me honest. Looking forward to your take. Mike

To: James Clarke who wrote (1576)	6/8/1999 5:08:00 PM
From: jhg_in_kc	Respond to of 4691

Last chance to get on the bus. THe toll bridge is ready for traffic. THIS STOCK WILL BE 200 IN SIX MONTHS, 400 IN 18 MONTHS. (SEE MY Post six months ago) Shares of Rambus Inc. rose for the second straight day Tuesday, boosted by news that Micron Technology Inc. (NYSE:MU) has delivered samples of computer memory chips using Rambus technology to chip giant Intel Corp. (NASDAQ:INTC). Shares of Mountain View, Calif.-based Rambus were up $9 -- more than 11 percent -- to $86.875. The shares rose $5 on Monday. Late Monday, Micron said it had shipped samples of its 128-megabit and 144-megabit RDRAM (Rambus DRAM) memory chips to Intel. The chips are intended to support Intel processors at speeds of 600 megahertz, 712 MHz, and 800 MHz. Production volumes of devices using RDRAM demonology will be available in the second half of 1999, Micron said. Morgan Stanley Dean Witter analyst Mark Edelstone said on Tuesday he sees Micron becoming a leading supplier of Rambus DRAM, joining Toshiba Corp. (TOKYO:6502), Samsung Electronics Co. (KOREA:64050) and Siemens AG (FSE:SIEG). This, and continued strong support from Intel, should benefit Rambus, Edelstone said. On Monday Rambus shares climbed after Edelstone said he was boosting his 12-month target price on the stock to $150 from $110