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

To: GP Kavanaugh who wrote (24269)7/8/1999 11:57:00 AM
From: MulhollandDrive  Read Replies (2) | Respond to of 93625
 
GP,

>>TOP PURCHASES BY MARKET VALUE

VALUE
SHS PURCH SHARES SHARES
($ MMs) PURCHASED OWNED

DIAMOND OFFSHORE DRILLING INC. $2,216.9 70,100,000* 70,100,000
FDX CORP. 9.3 100,000* 100,000
GREAT CENTRAL MINES LTD. ADR 4.1 1,559,195* 1,559,195
DU PONT (E.I.) DE NEMOURS 4.1 70,000* 70,000
STILLWATER MINING CO. 3.6 136,650 413,750
MINNESOTA MINING & MANUFACTURING 3.5 50,000* 50,000
CNA SURETY CORP. 3.5 302,400 156,758,880
RAMBUS INC. 2.6 40,000* 40,000
EEX CORP. 2.4 492,333* 492,333
IMC GLOBAL INC. 2.0 100,000 129,999
MINE SAFETY APPLIANCES CO. .8 14,000* 14,000
PLACER DOME INC. .4 40,000 915,000
UCAR INTERNATIONAL INC. .3 20,000* 20,000
HANOVER COMPRESSOR CO. .3 10,000* 10,000
THERMEDICS INC. .3 35,700

Judging from this list, it looks like Loews thinks that RMBS is a value stock.<vbg>

bp

175,700



To: GP Kavanaugh who wrote (24269)7/8/1999 12:04:00 PM
From: Jdaasoc  Respond to of 93625
 
GP:

LTR also owns Lorlilard Tobacco(Newport?). They are going to get wacked by recent tobacco lawsuits. LTR also was shorting market bigtime in 97. They lost billions in the process. So, I have to believe they can make investment mistakes as well as a good decision to join in on short squeeze.



To: GP Kavanaugh who wrote (24269)7/8/1999 1:50:00 PM
From: TST  Respond to of 93625
 
Great find & post. You easily made my day, thanks.


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