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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (178)	2/11/2000 4:28:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 30051

Hi Zeev: Closed out of most of VLNC today. Stock & options. Just taking some profits off the table. Plus I remember a couple of years ago when the stock ran up to $11ish after a shareholder meeting (could have been a bullish conference call, can't quite remember) and once the company didn't execute we'll you know the rest. Just my feeling that without news of licensing or selling more product the stock will retreat on low volumn until we get news. I'll jump back on board later. On RMBS. From a fundamental perspective I've read INTC will announce support for DDR. I doubt this has been fully discounted into the stock. While in the long term I also beleive we'll be in a RDRAM world this is a short term negative which can make it reach your lower targets. This weekend will be my first chance to listen to the cd. Tim