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

To: August who wrote (38837)	3/24/2000 2:28:00 AM
From: The Prophet	Read Replies (1) \| Respond to of 93625

Actually, Bilow appears to be someone who has been wrong about most everything so far, but is very colorful in portraying his views in another light. Some used to call this sophism.

To: August who wrote (38837)	3/24/2000 1:00:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

August, <Bilow is one of the most knowledgeable person at SI on memory systems, and has selflessly volunteered much time writing/sharing his knowledge with us.> He also selflessly convinced many that RMBS is overvalued back when it was at 90. I sure love his spirit of volunteerism, steering people away from this "loser" of a stock. By the way, you might consider him knowledgeable in memory systems, but a lot of people think he's yet another guy "tuning the fiddle." I don't doubt his expertise, but he certainly has an anti-Rambus prejudice. Tenchusatsu

To: August who wrote (38837)	3/24/2000 5:45:00 PM
From: richard surckla	Read Replies (1) \| Respond to of 93625

August... looks like you found a real live hero in Bilow. I must assume that since you think he is so brilliant that you must also follow his investment strategy. For all that don't know Bilow, like you and I, here is his post #35770 to unclewest: --------------------------------------------------------- unclewest who wrote (35769) From: Bilow Friday, Dec 10, 1999 1:20 PM ET Reply # of 38878 Hi unclewest; The round trip commission cost (marginal calculation, ignoring seat fee) on those 50 shares was $2.80 for me, plus the SEC fee... My profit before seat fee was about $9. Not bad for a few minutes of screwing around. I also pay a "seat fee" which is added into all my share costs for the day, but it is charged the moment I sit down. Of course I don't know what it will add on a per share basis, but that doesn't mean I shouldn't take trades that beat the marginal costs, just that I can't trade on an overall basis below the marginal costs plus the seat fee costs. Basically, I do this as a business. I like to make a lot of relatively small profits during the course of the day, rather than try to swing for the home run. So I count profits in terms of dollars per second, rather than in overall percentage moves. The idea is to keep my cash and attention ready for the next trade. Trading is a somewhat more complicated business than a lot of people think. I'm just slumming on RMBS today, cause I'm too sleepy to do my usual scalping of INTC, MSFT and DELL. But the stock has been kind to me, nevertheless. Best of luck, this puppy has to turn sometime, maybe today is the bottom. -- Carl