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

To: Stuart Steele who wrote (27637)	8/24/1999 9:46:00 PM
From: Matrix_Man	Respond to of 93625

Stuart - I admire a man who can admit when he has erred. I also had the feeling that the short interest would be much higher. However, having said that, I am impressed with the move that RMBS has put on the last couple days considering that there was no increase in short position. Perhaps a lot of shorts are now covering in front of IDF, rather than wait for some surprise and be caught holding the bag. I get the feeling a lot of people believe the rumors about 820 being ready to ship early, perhaps at IDF.

To: Stuart Steele who wrote (27637)	8/24/1999 10:14:00 PM
From: Jdaasoc	Respond to of 93625

Stuart: When you posted your short interest info previously, I considered for a second that you factored in your holdings into your estimate. LOL Intel has been a hard ass recently with VIA on PC133 chipsets, AMD on comparable chip pricing and cutbacks of chipset deliveries to every Tawainese motherboard manufacturer who ever thought of supporting PC133. I can't see Intel wavering on strong support for RDRAM inside mass market desktops and laptops within 6-9 months unless Mr. Tate has been telling fibs to the press this last week. I doubt Mr. Tate did that. Intel has given up a lot of 4th Q profits to ensure RDRAM-enabled computers ship ASAP rather then next year.

To: Stuart Steele who wrote (27637)	8/24/1999 10:35:00 PM
From: jopawa	Respond to of 93625

useless info anyway, most short interest is options related hedging anyway

To: Stuart Steele who wrote (27637)	8/25/1999 9:26:00 AM
From: unclewest	Respond to of 93625

RAMBUS INC New short - 5,037,448 Old Short - 5,142,644 you scared someone!!! gapping. unclewest

To: Stuart Steele who wrote (27637)	8/25/1999 12:32:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Stuart: My take on short interest. RMBS short interest is little like credit card balance. Report date Shares short Price @ short date Value of short position 1/12/99 979865 95 93087175 2/9/99 2106081 72.2188 152098642.5 3/10/99 3184899 74 235284413.6 4/12/99 5061081 68.875 348581953.9 5/11/99 6146451 65.5 402592540.5 6/10/99 4486805 85 381378425 7/12/99 5142644 91 467980604 8/10/99 5037488 85.625 431334910 Shorts paid down their debt a little in AUG; a ways to go to get it under control.