SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Charles R who wrote (92351)2/10/2000 1:22:00 PM
From: Elmer  Respond to of 1573201
 
Re: ". I am hearing some bad news at that end. I see a lot of short term risk here for RMBS so I am out of RMBS for the time being - will probably pick it up much lower in a month or two."

If that's the case what do you see down the road to make it appealing at a lower price? BTW, RMBS is up 7 3/4 today.

EP



To: Charles R who wrote (92351)2/10/2000 7:44:00 PM
From: Jim McMannis  Respond to of 1573201
 
RE:"This could be because of RDRAM issues. I am hearing some bad news at that end. I see a lot of short term risk here for RMBS so I am out of RMBS for the time being - will probably pick it up much lower in a month or two."...

No one else is having trouble getting DRAM. The earthquake was almost 5 months ago and RAM prices have dropped. Maybe Dell got stuck on the end of the DRAM list...<G>