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To: fedhead who wrote (90117)1/7/2000 7:50:00 AM
From: Victor Lazlo  Read Replies (1) | Respond to of 164684
 
<<Whatever happened to RMBS today ? >>

It's a new year, and the doom and gloom re rmbs was overdone. Now the trade press is going the other way- new bullish projections on potetnial market share for RDRAM. The pendulum swings. RMBS stock has been great this week; I own some.

Victor



To: fedhead who wrote (90117)1/7/2000 9:23:00 AM
From: Bill Harmond  Read Replies (1) | Respond to of 164684
 
No clue. Rambus is running on the Playstation thing but from what I read there is little advantage to RDRAM in PC's. I've changed my view on Rambus, and actually investigated puts yesterday. They're too expensive for my blood, though.



To: fedhead who wrote (90117)1/7/2000 3:45:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
I think MU and some of the other semi equipments might
be a good place to hide as the storm passes. Whatever
happened to RMBS today ? Is their standard finally gaining acceptance. If so this could be
another QCOM ? Any thoughts
on how high the rates might go.

Anindo,

Any thoughts on the MU sell off today in a strong market? I have a decent position in MU.

Thank you.

Glenn


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