Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Steve Lee who wrote (237)	2/17/2000 11:11:00 AM
From: QwikSand	Read Replies (2) \| Respond to of 30051

Steve: I am still sitting on the RMBS I got Tuesday at 138 1/2. Ever since then I've been seeing more and more about DDR SDRAM, including a column by Dvorak in the just-released PC-week saying RMBS is too late, and references to remarks made at the IDF to motherboards that will accommodate both types of memory. Also Dvorak in his column makes the claim that "with anybody's chipset but Intel's", DDR is faster than RMBS. Not having looked at any of the specs, I don't know if he's telling the truth or not. All I know is that, apart from the announcement of the shipment of one machine from DELL, I haven't seen anything to justify this spike. Do you still think this is going up more? I noticed you bought at 144. Why is that? --QS