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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: megazoo who wrote (3045)	7/9/2000 9:05:31 PM
From: Steve Lee	Read Replies (1) \| Respond to of 30051

Thoughts on RMBS in the short term: I bought RMBS calls earlier this year in anticipation of the Spring Intel Developers Forum (IDF). This is where Intel make product and roadmap announcements. Fall IDF starts on August 22. I anticipate this event will once again be good for RMBS investors. Expect at least a launch date for Wilamette, along with explanations of why Rambus is essential for the new processor. Also expect announcements on the delayed Timna, which is expected to support Rambus only. Here is a preview of an IDF technical track entitled "Integrating a Performance-Balanced System". Note the repeated use of the word "Rambus". intel.com Meanwhile, RMBS is pressuring the memory industry to licence their SDRAM technology. Time is running out for potential licencees as RMBS threaten not to grant licences for those that violate their IP.

To: megazoo who wrote (3045)	7/9/2000 10:36:01 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

SXB, on April 23rd, I summarized the turnips "long term view" echoed on this thread since it's inception on the MDD thread: Message 13483082 Right now, we are still according to "plan" and I see no major reason to readjust "parameters". As for RMBS, I believe that the "powers" will bring it down in the next two three weeks. I do not know how low, maybe even down to the $75 area if the mid to late July mini weakness is stronger than I expect. Right now, I am using a trading range of $97 to $105, and only if $97 is breached on a closing basis, then I retreat to the $75 area as support (Steve, you may want to keep some powder dry if that happens<g>). Early in August you probably will want to be in, as Steve suggested, for the IDF affair. I can see RMBS by November having hit $165. Zeev