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

To: richard surckla who wrote (47987)	7/27/2000 11:35:05 AM
From: pompsander	Read Replies (1) \| Respond to of 93625

Hey, I have made lots of dumb posts over the years too. Don't leave ME out!!1 Here is an investor's story. About six months ago I began to sell covered calls each month on about 1/4 of my RMBS holdings. Pocketed the premium each month until the big breakout.....had 1/4 of my position called away at a net price of (gasp) 68 bucks!. When we quickly lifted to 120 I was kicking myself, (almost kicked the original pomp, but she is far too quick). After a week or two of agony...well, things settled down. And today we have come full circle. What a stock. Now, do I buy back in or wait? I think I will wait a little. Dave, I, too, thought the price wars would come by now. It may just be a little too early. I could see Late September, October time frame shaping up. Still a real possibility, I think.

To: richard surckla who wrote (47987)	7/27/2001 9:39:52 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi richard clark; Just one year ago, you copied the following from an h0db Yahoo post: "... RDRAM should cost no more than 50% more than PC133 SDRAM at launch (Sept-Oct) and that delta should decline to 5% over six months. In otherwords, when people see Pentium-4, they should not even think about using anything other than RDRAM in it, from a performance/price perspective. ... #reply-14117049 Funny. Six months after Sept-Oct would have been March-April. But RDRAM was still many times more expensive than SDRAM at that time. In fact, RDRAM still is. What was wrong with this thinking? Do you suppose the problem was that the Rambus longs were ignoring everything that the memory makers were saying about costs and pricing? -- Carl