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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (77160)	10/26/1999 2:51:00 PM
From: Charles R	Respond to of 1577883

<You should have seen one of my posts on the RMBS thread in response to those who thought the 840 chipset was going to be "Rambus Christmas." I reminded them that it won't happen until 820 is released, so the 840 release can be considered more of a "Rambus Thanksgiving."> I know where you are coming from. On the days leading upto CuMine launch I was following the RMBS thread and you were one of the few rational posters on that thread. I keep thinking I will go long RMBS but at current valuation levels the risks of RDRAM execution are not at all reflected in the stock - only the upside. IMHO, the mo-mo crowd has taken that stock price well out of reason.