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

To: Stuart Steele who wrote (38876)	3/24/2000 4:57:00 PM
From: pompsander	Read Replies (2) \| Respond to of 93625

that short number is higher than I would have thought. Wasn't there a bet on the March number?

To: Stuart Steele who wrote (38876)	3/24/2000 5:00:00 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 93625

Stuart, that is a little less than I was thinking (5 to 6 MM was my target, but much more than your guess of 1 MM or so, if memory serves) and not enough to ignite a new short squeeze. Of course, the next report will probably show something like 5.5 MM with the additional shares shorted well above current prices, and once the short position gets to around 7 MM again, and the price of the stock back above $430, we could expect another short squeeze, but I think we are going to meander between here and there and even revisit the sub $300 price area, maybe next week. Zeev

To: Stuart Steele who wrote (38876)	3/24/2000 9:10:00 PM
From: Jdaasoc	Respond to of 93625

Stuart: Their credit card is MAXED OUT!!! They owe $1.8B LOL Report Shares Price @ Value of Month's cost of Interest exp.as Monthly % of Date Short Date Short Position Change loan @ 9% pts RMBS stock Total Shares 1/12/99 979865 95 $93,087,175 N/A $698,153.81 $0.71 4.15% 2/9/99 2106081 72.2188 $152,098,643 $59,011,468 $1,140,739.82 $0.54 8.92% 3/10/99 3184899 74 $235,284,414 $83,185,771 $1,764,633.10 $0.55 13.50% 4/12/99 5061081 68.875 $348,581,954 $113,297,540 $2,614,364.65 $0.52 21.45% 5/11/99 6146451 65.5 $402,592,541 $54,010,587 $3,019,444.05 $0.49 26.04% 6/10/99 4486805 85 $381,378,425 -$21,214,116 $2,860,338.19 $0.64 19.01% 7/12/99 5142644 91 $467,980,604 $86,602,179 $3,509,854.53 $0.68 21.79% 8/10/99 5037488 85.625 $431,334,910 -$36,645,694 $3,235,011.83 $0.64 21.35% 9/10/99 5714448 91.875 $525,014,910 $93,680,000 $3,937,611.83 $0.69 24.21% 10/12/99 7726843 74.63 $576,654,293 $51,639,383 $4,324,907.20 $0.56 32.74% 11/9/99 8697264 90 $782,753,760 $206,099,467 $5,870,653.20 $0.68 36.85% 12/10/99 8923050 71 $633,536,550 -$149,217,210 $4,751,524.13 $0.53 37.81% 1/10/00 8,761,205 84.75 $742,512,124 $108,975,574 $5,568,840.93 $0.64 37.12% 2/10/00 8761205 89.5 $784,127,848 $41,615,724 $5,880,958.86 $0.67 37.12% 3/10/00 4263237 421 $1,794,822,777 $1,010,694,930 $13,461,170.83 $3.16 18.06%