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


To: Dave B who wrote (29532)9/14/1999 9:04:00 PM
From: kash johal  Respond to of 93625
 
Dave and Dan,

Re:"IMHO, the real battle will take place between Camino+RDRAM and Athlon+SDRAM. If AMD can't ship Athlon in quantity, then Rambus wins by default. If AMD does ship Athlon, at competitive speeds, in volume, then it could turn out differently."

Hell we all agree.

Thats why i have AMD and Rambus as my two biggest positions.

I expect AMD to do well.

And for Coppermine to succeed it will need Rambus.

I expect coppermine to do well, and the payoff in rambus stock will be much higher than If I had bought Intel.

Of course knowing my luck they could all bomb!!!!

regards,

Kash



To: Dave B who wrote (29532)9/14/1999 9:26:00 PM
From: Jdaasoc  Respond to of 93625
 
Dave:
Slightly OT. Always like to know moving this stock. My take home assessment is that stock is moving to individual investors. Merrill, Dean Witter, JP Morgan moving up list ECN's moving down. Hopefully day traders are finding other targets for the action.

nasdaqtrader.com

--------------------------------------------------------------------------------

Total Volume 25,078,163 29,008,247 208,202,735

--------------------------------------------------------------------------------

MSCO
MORGAN STANLEY & CO., INCORPORATED M 2,771,707 1 11 3,225,697 3 11 28,769,576 1 13
HMQT
HAMBRECHT & QUIST LLC M 2,318,701 2 9 1,064,664 8 3 24,163,069 2 11
NITE
KNIGHT SECURITIES, INC. M 2,304,550 3 9 3,415,489 2 11 21,485,527 3 10
MASH
MAYER & SCHWEITZER, INC. M 1,959,246 4 7 2,584,360 4 8 18,788,763 4 9
INCA
INSTINET CORPORATION E 1,509,132 5 6 1,746,940 6 6 10,796,884 7 5
ISLD
ISLAND ECN (THE) E 1,478,513 6 5 3,663,334 1 12 13,146,083 6 6
RSSF
BANCBOSTON ROBERTSON STEPHENS INC. M 1,102,768 7 4 1,957,300 5 6 13,762,739 5 6
SLKC
SPEAR LEEDS & KELLOGG CAPITAL MARKETS M 1,079,839 8 4 1,269,602 7 4 10,319,967 8 4
MONT
BANC OF AMERICA SECURITIES LLC M 959,902 9 3 411,897 18 1 3,412,315 14 1
JPMS
J. P. MORGAN SECURITIES INC. M 927,142 10 3 99,451 31 <1 1,641,423 21 <1
MLCO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED M 869,196 11 3 807,606 11 2 4,832,940 12 2
NEUB
NEUBERGER BERMAN, LLC M 819,097 12 3 739,319 12 2 4,593,708 13 2
DEAN
DEAN WITTER REYNOLDS INC. M 671,363 13 2 969,501 9 3 5,524,476 10 2
NFSC
NATIONAL FINANCIAL SERVICES CORPORATION M 631,855 14 2 845,654 10 2 5,503,175 11 2
HRZG
HERZOG, HEINE, GEDULD, INC. M 629,497 15 2 717,859 13 2 6,078,845 9 2
BEST
BEAR, STEARNS & CO. INC. M 452,119 16 1 116,104 29 <1 704,369 32 <1