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To: jhg_in_kc who wrote (51404)6/5/2000 11:25:00 PM
From: nolimitz  Read Replies (2) | Respond to of 53903
 
spoken like a Man, who wants to create a dissenting discussion. Hope your long position works for you. Personally, I would have a short term exit strategy either all or part of the position and look for a re-entry. Just my 2 cents. But my cabin fund keeps growing...



To: jhg_in_kc who wrote (51404)6/5/2000 11:53:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
jhg, people are buying the pie in the sky 2h eps estimates. they do every year. ex an earthquake and a rambus disaster, they have been wrong for many years. are they wrong again? i will say that the rambus disaster II does concern me as it might inflate sdram prices - mu's bread and butter.


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