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

To: Dave B who wrote (25342)	7/20/1999 1:02:00 PM
From: spliff	Respond to of 93625

Did anyone look at this? platform99.com whats it mean?

To: Dave B who wrote (25342)	7/20/1999 5:45:00 PM
From: Jdaasoc	Respond to of 93625

Dave: I still like RMBS a lot long term. Based on MacWilliams comments, RMBS gets 90% market share in mid 2001 not 2001. I can't put a mathematical evaluation easily but I would expect to have a lower cost basis now to achieve a similar rate of return on RMBS investment which now needs 6 months longer time than I expected to reach desired earnings level. Hey, your talking to a person with a Ph.D. in biology not economics. My strike price for short PUTs is 95; buying outright stock 85.