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

To: Jdaasoc who wrote (34722)	11/16/1999 1:24:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 93625

Re: Why Fidelity might have sold--There are lots of reasons. They might have decided that $300MM in a development stage company was a little heavy. They might have taken some profit on one of the runups this year. They may have recognized that the risks on RMBS were a little higher than they'd thought, given the 820 delays. All perfectly reasonable, and all known issues. I doubt Fidelity has any special insight on this. Otherwise, we'd have seen a lot less than $200MM worth of stock still in their hands. Best, JS