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

To: Zeev Hed who wrote (4742)8/29/2000 11:55:41 PM
From: Pink Minion  Read Replies (2) | Respond to of 30051
 
what you are seeing now is a massive effort by INTC to move the
infrastructure its way (the RMBS way) without loosing current sales

Don't you think they would want to first dump their 90 million shares? (from memory)

That's part of their business these days.



To: Zeev Hed who wrote (4742)9/5/2000 9:16:01 AM
From: Short A. Few  Respond to of 30051
 
they (INTC) need RMBS more than RMBS needs them,

Hi, Zeev, thanks for your clarification.

I have been thinking a little like Hyundai, perhaps, where
they think that the SDRAM coverage claimed by RMBS can be
invalidated due to prior art. Can you comment further?

thanks again,
SAF


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