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

To: unclewest who wrote (26996)	8/12/1999 8:08:00 PM
From: denni	Read Replies (1) \| Respond to of 93625

uncle, what did yahoo say in their reply? did they jam uncleeast also? is dell's release still 9/27?

To: unclewest who wrote (26996)	8/12/1999 9:27:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Unclewest: I am trying to learn to be happy with 1 1/2 pts a day appreciation in RMBS stock, until major news or short covering. I have been acquiring ARMHY recently. Up 4 today. No. that is not me with the block lots. I have another multi-hundredthousandaire short bet on the S&P to win before committing to more long RMBS. Been buying zero coupon bonds 2025 awaiting lower interest rates (See Irwin Kellner's column on CBS Market Watch). I am stepping out of INTC soon just like a stepped out of CPQ earlier this year and MSFT in JULY. I can't believe that a two-bit company like RED HAT is making MSFT sell off. Moving into MRK tomorrow; it is usually a safe haven in troubled markets. I can still hear my late father epitath: DON'T SELL THE MERCK! You mentioned Xerox before as possible RMBS design win. I noticed that XION has patent on RMBS design for hi-speed printer controller and XION has just signed up XEROX as new print controller. I think we will see RMBS technology in those hi-end document center copier/printers soon. Last but not least, I visited a Comcast office in NJ today and a manager said Comcast will be looking to get into local phone access very soon. He impression that Sprint looks like most likely long distance partner. I am going to increase my CMCSA position as soon as market turns very ugly in next few weeks. jd