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To: Dr. David Gleitman who wrote (32753)9/10/2000 11:19:43 PM
From: bonnuss_in_austin  Read Replies (1) | Respond to of 35685
 
Doc Gleitman: You know, I'm worried ...

...about RMBS. I don't agree with Voltaire necessarily that this will be 'the next big ticket.'

I've followed RMBS ever since it was announced in '98, as I recall, that Michael Dell put it on his 'personal investing list' or radar, or whatever.

Traded nine times from October last year up 'til March, then kept a few shares.

It came on Voltaire's 'radar screen' ... hmmmmmm ... seems to me about six weeks ago ...

He's recoing lotsa calls, Jan and Feb, I think.

I'm worried because of the two-day back-to-back lawsuit announcements, myself.

Want to ditch some Jan and Feb calls on it because I think it may go the same way as JDSU upon the SDLI acquisition announcement.

Like, sideways or DOWN.

'b-i-a'
###



To: Dr. David Gleitman who wrote (32753)9/10/2000 11:27:49 PM
From: Sully-  Read Replies (1) | Respond to of 35685
 
Hey Dr. Dave,

Just a heads up..... The porch as moved..... We are now a moderated thread..... keep reading & you will be directed to the link.....

Good luck with those calls. I'm long RMBS & it will be interesting to see how the RDRAM ramps & the lawsuits play out.....overall, it looks like RMBS will be fine.

See you over at the new link to the porch.

Ö¿Ö Tim