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

To: John Walliker who wrote (32824)	10/25/1999 8:43:00 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi John Walliker; I wouldn't worry too much about your RMBS long right now. Zeev bought back in, a few days ago, at $73, and I think he's the most stunning trader on SI. So if I were going to have a position in RMBS, it would be long: #reply-11684164 . Watch for his sell announcement, though, he calls them pretty well on both the long and the short. (I should probably mention that even stunning traders do not have much over a 75% success rate. You have to watch a long series of their trades to get an idea of the rate, not just one or two. This is also why traders who want to survive limit the amount of risk they take on per trade.) I don't have anywhere near the guts to buy or short RMBS, and it sort of amazes me that anyone does... I have the sort of fascination with watching it that people get from watching a squirrel trying to cross a freeway. This stock can do a lot of damage to both longs and shorts. So I hope that everyone is keeping the amount of money at risk to no more than 2% of their total equity. This would be about 4% of total capital, for those brave enough to hold overnight, given that the stock is unlikely to double or halve overnight. Daytraders can take bigger positions, of course. -- Carl P.S. I was wondering if you had some more thoughts about the feasibility of putting a x64 memory in a single chip. It would certainly go a long way towards satisfying the granularity requirements that RDRAM also solves so well. P.P.S. If I were a chip maker, I would try to get an industry standard to make all my x16, x8, x4, x2, and x1 memories as the same chip (for a given speed grade). This would reduce stocking requirements. I would allow the user to program in the memory width at the same time that he programs in all the other features (like CAS latency). Then the DIMM module guys could use the same SDRAM chip but in varying amounts, depending on how big the memory was supposed to be. There would be no extra bus loading, cause each chip would only connect up to that part of the data bus that it had to use. There would be no problem setting the initialization cause the codes go in through the address bus. What do you think?