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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: im a survivor who wrote (8814)	10/19/2000 4:35:41 PM
From: freeus	Respond to of 65232

I was wondering the same thing: the Intel remark worried me but the market is ignoring it. Does it matter? Voltaire, does it matter? Or any "expert" on RMBS? Freeus RMBS and QCOM are my biggest holdings (aside from cash); I am wondering about buying TERN though: my goodness what a good report and miserable result...or will it do the same as ssti did?

To: im a survivor who wrote (8814)	10/19/2000 10:23:06 PM
From: Sully-	Read Replies (1) \| Respond to of 65232

Kieth, RMBS will be QCOM like until some of the uncertainty is removed....... RMBS had a great qtr........ decent forward looking CC too....... analysts projections could be low me thinks........ IF RMBS decisively wins lawsuits....... we will know before 2003 whether or not RMBS is a winner..... P4 will be RDRAM initially.... no DDRAM per contract, so I hear....... P4 performance would suffer with SDRAM by comparison..... so I'm discounting the INCT's (2) negative comments in one interview..... & holding them to their 2003 contract..... product base for RDRAM is broad too. That said, I'm looking to sell slightly OTM Nov CC's into any strength tomorrow..... if RMBS takes off & I get called, I can still get back on. Meanwhile, I'm taking some $$$. BWDIK Ö¿Ö