Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (64622)	7/15/1999 1:53:00 PM
From: John Graybill	Read Replies (1) \| Respond to of 132070

Mike, may I suggest waiting a few days. There's always a big drop in premium across all options over option expiration, and... ...there's a toutfest next week (7/21-7/22): platform99.com You don't want to mess with RMBS just yet with stuff like this on the menu: "DRAM Technologies & Standards" "Platform99 exposes essential details on both sides of the debate over new vs. existing DRAM standards. What is the real price and performance relationship between Rambus, PC133, DDR and Virtual Channel? How can or should DRAM be benchmarked? What is the system performance impact of improvements to bandwidth, or latency or both? What is the performance impact of power managed DRAM. What are the dynamics of power and performance for mobile platform DRAM?" Note: - RMBS is not attending. - RMBS ally MU will be in attendence. Note also that per the standard RMBS contract, MU is muzzled from saying anything negative about RMBS technology. Plenty of opportunity for Edelstone et al to get a couple of sound bytes out of that for re-re-...-re-iteration of buy ratings. - AMI and some other hardware companies will be there. They are potential users of RMBS memory, but are not muzzled as the chip makers themselves are. Later next week might be the stuff.

To: Knighty Tin who wrote (64622)	7/15/1999 8:50:00 PM
From: Earlie	Respond to of 132070

MB: Good call. I never thought that even this bunch of crazies would punch this thing up into the stratosphere, but here we are. Best, Earlie