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

To: Jdaasoc who wrote (25565)	7/23/1999 1:53:00 PM
From: kash johal	Respond to of 93625

Jdaasoc, Good observation on the August run up. I doubled my position again. I also wrote Jan 100 calls for over $20 a pop. Even though I am very leery of the technology I do expect Dell to push it pretty hard. 20% return over 5 months is none too shabby. Good luck. Regards, Kash

To: Jdaasoc who wrote (25565)	7/23/1999 2:40:00 PM
From: Dave B	Read Replies (3) \| Respond to of 93625

Jd, I have to ask the following question, and I don't mean it to be a criticism at all. Just curiosity. If we're at 98 now, and you think there's a positive RMBS story (50% share by mid-2002, as you said), why would you risk losing the potential gains for an extra $3 ($98 less your buy-in price of $95). Why not just buy-in now? Is $3 worth the risk of buying in at $110 if some positive news suddenly came out (which it could anytime right now)? Why not just buy in now and relax knowing that you're in and that in 2002 when we hit $600/share, you've made a killing? Why is that $3 so important? It just seems that the risk/reward is skewed. Will it bother you if you buy at $95 and it drops to $92 before heading to $600? Like I said, not a criticism, just curiosity. TIA, Dave