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

To: Zeev Hed who wrote (26408)	8/4/1999 8:53:00 PM
From: Stuart Steele	Read Replies (5) \| Respond to of 93625

Rambus memory expanding to servers news.com

To: Zeev Hed who wrote (26408)	8/4/1999 8:54:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Zeev: I can't disagree with your assessment of overall market. My second batch of short S&P Calls are ready to be traded in for a new set of more premium-laden batch. However, RMBS is set to run if Samsung, LG-Hyandai and Toshiba are producing RDRAM in measurable amounts. I will check with my RAM suppliers and computer distributors to see if RDRAM based computers is mainly a Dell event because of Dell being Samsung's main enduser. If RDRAM supply is not issue, I expect RMBS should easily be able to buck overall market blues. Shorts are will cover in mass a second time in less than one month if RDRAM-based computers is a reality. jd