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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (77150)	3/7/2000 6:35:00 PM
From: Michael Bakunin	Respond to of 132070

Regarding fundamentals: press releases do not necessarily presage profits. Let's table fundamental arguments for a few quarters, 'til we see how much RMBS is making on Playstation II, how far RIMM prices come down, and what sort of volumes RDRAMs are doing, not to mention longer-term IP or design considerations. Regarding technicals: I wouldn't be surprised to see RMBS shoot right through your $500 target in this market, or to see momentum turn and see it shoot through Earlie's $20 to the downside. Regarding short squeezes: you have yet to address Wayne's points here Message 13071039 -mb