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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (23379)	6/22/1999 9:51:00 PM
From: MileHigh	Respond to of 93625

Yes, could be. MH

To: Zeev Hed who wrote (23379)	6/22/1999 11:47:00 PM
From: Dave B	Read Replies (3) \| Respond to of 93625

Zeev, As someone who's not terribly savvy on these investing games (I buy, I hold, eventually I sell), can you guys clarify this in simpler language. What exactly is Vinik doing? Are you saying that if July 1st is some kind of window-dressing day, we'll see a significant run-up through then? Having asked those questions, is it fair to ask if we might not be FUDding ourselves? As you said before, his timing might be bad since more news will be coming along. Might it not be the case that he is just be a buyer of Rambus in his fund because he likes the stock? Would he do that in a hedge fund? Thanks, Dave