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


To: The Prophet who wrote (41365)5/4/2000 10:18:00 PM
From: mishedlo  Read Replies (3) | Respond to of 93625
 
Prophet I like it.
Do NOT let Zeev talk me into selling my shares (he will get a kick out of this).

I keep telling myself I do not need to be right tommorrow, I just need to be right after the ITC ruling. This is not too far away. Do you remember the timeframe for this? Was the ITC reviewing in June or announcing in June?

PS: I do not need that last double. If you are right up to that point I will be able to retire. At that point I will take some chips off the table as RMBS is already 2/3 of my portfolio. In case this goes totally south, CREE and LHSP will have to bail me out and I will have to start investing in shares of Zeev Inc. gggg



To: The Prophet who wrote (41365)5/4/2000 11:23:00 PM
From: Pat Hughes  Respond to of 93625
 
I will bookmark this post for future reference.
It sounds good to me.
The Windows 2000, Williamette and RDRAM combination is a powerhouse going forward.

I believe Micheal Dell had made reference to this very same combo on their last conference call. (Don't quote me)

Good Luck To All,
Long & Strong
Pat Hughes



To: The Prophet who wrote (41365)5/5/2000 10:11:00 AM
From: Ali Chen  Read Replies (1) | Respond to of 93625
 
Are you the same "Prophet" who was "somewhat wrong"
about AMD a year-two ago?

"The Prophet has spoken", as I remember...



To: The Prophet who wrote (41365)5/5/2000 10:28:00 AM
From: Scumbria  Respond to of 93625
 
P,

Timna and Willamette will be released ahead of schedule, and booming supplies of RDRAM will bring price points down just in time for the Windows 2000/Millenium upgrade cycle.

Timna systems will not be selling with DRDRAM anytime soon. The costs are too high.

Wiily is not going into volume production anytime soon either.

Scumbria