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

To: Dave B who wrote (25570)	7/23/1999 2:47:00 PM
From: Brian1970	Respond to of 93625

The ol' forest for the trees question. I struggle with that myself sometimes. I think it's a psychological thing. We want to buy winners. We look at our portfolio, and if it dips into the red during the day - or for a period of time, it looks like we're losing. It feels that way. But of course, if you look out 2 or 3 years, it's all good.

To: Dave B who wrote (25570)	7/23/1999 3:08:00 PM
From: Robert Douglas	Respond to of 93625

Why not just buy-in now? Is $3 worth the risk ? An especially important question given all the studies – including a very recent one - that show that those who trade their portfolios actively significantly underperform those who don't.

To: Dave B who wrote (25570)	7/23/1999 4:56:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Dave: I understand that I may miss a little action on RMBS if it decides to go up in next 7-10 days before I commit to purchase more RMBS than I ever owned previously. However, the sums of money I am making in short S&P CALLS, which require large maintenance reserves, preclude me from holding a large position in RMBS simultaneously. Holding the stock ties up 30% stock's value in maintenance. 30% of RMBS @ 117 is a much larger number than 0% of RMBS @ 99. I am still committed via leaps to buy RMBS @ 90 & 100. If you see S&P @ 1330, one of the block trades in RMBS may be mine. If you want to know how I'm doing; I'm doing fine.