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

To: Alan Hume who wrote (27455)	8/23/1999 3:32:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Alan, now that argument "If you do not own it, why are you spending so much time .... " I hear that argument on all the threads of the poor floorless outfits where like a Don Quixote, I try and warn them of the dangers of the floorless, I did not expect to see that argument on this august thread. Hey, I myself have been out of the stock a number of times and that did not stop me from commenting (evry one wished I did stop, however...). Good luck out there, and where is that volume, if we close under a million shares, I will really start worrying... Zeev

To: Alan Hume who wrote (27455)	8/23/1999 5:53:00 PM
From: Dan3	Respond to of 93625

Re: if you are neither short nor long... I'm holding puts (I've said that before) because I think that rambus isn't the most sensible approach at this time. I'm on this thread to keep up with news that could affect my conclusion. I know I'm somewhat provocative at times, but to me much of the discussion here misses the relevant issues. I think the bigger challenge right now is latency rather than throughput. And rambus isn't a particularly beneficial technology for latency. The last two days seem to show that the market, at least, holds a different opinion. We'll see what happens over the next few months. Meanwhile, good luck to you and enjoy your good fortune! Regards, Dan