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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (38368)	3/18/2000 4:49:00 PM
From: multicollinearity	Read Replies (1) \| Respond to of 93625

Zeev, Thanks for the welcome and the detailed response. As I mentioned in my post, I have read your messages for several months, mostly because of your technical expertise, your rational, deductive arguments(most of the time), while acknowledging that your batting average is far from perfect (60%, I believe you claim). We have a different philosophy about investing in RMBS, and that's fine. But I think your enthusiasm and forcasts earlier today were unwarranted based on old news concerning the use of DDR in the X-box, especially a) in light of the fact that the article was written by Jack Robertson; b) what MSFT supposedly says today has little bearing on what its ultimate memory choice will be. Best regards, Multico