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

To: Zeev Hed who wrote (57098)	10/8/2000 7:48:58 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Zeev No one is expecting negative growth in the PC sector. I am hearing 16-18% YOY. This is certainly not negative growth. :)

To: Zeev Hed who wrote (57098)	10/9/2000 10:25:01 AM
From: Earlie	Read Replies (3) \| Respond to of 93625

Zeev: See my post to Sly. Please note that I am not long ANY of the discussed stocks. While I am stunned by what AMD has accomplished over this past two years, I am not "clear stupid" enough to be long stocks that are involved in nasty price war scenarios. Now might I be short a few? (g) With respect to my comments on AMD/INTC,...... surely you would agree that what AMD has pulled off is nothing short of amazing. Keep in mind what position it was in just two short years ago,.... and where INTC was at that time. Best, Earlie