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

To: Dave B who wrote (28671)	9/3/1999 2:07:00 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

Dave: Yesterday, I loaded up truck with RMBS. Today, I unload 1/2 of truck. I have have gotten weary of fighting shorts; it's easier to mirror them taking your capital gains. As indicated by the recent RMBS price moves relative to PC133 announcement at IDF, RMBS is priced close to perfection in the short term. Any blemish in RDRAM rollout will affect it severely. Unless RAM manufacturers get there act together and produce volume shipments of RDRAM, stock will always be trading with wide swings. You can't have the idea that 120 to 150 is very close in time like Sep-Oct. I have reestablished my short S&P position awaiting next downswing at the casino they call the stock market. john