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

To: Voltaire who wrote (9061)	10/20/2000 4:34:32 PM
From: im a survivor	Respond to of 65232

Hi Tom, << Message #9062 from Voltaire at Oct 20, 2000 4:10 PM Hi Keith, I would like for you to bring up this post where you asked me directly for my opinion on the goings on with RMBS.>> Ok, here it is....posted to you this morning : <<<To: Voltaire who wrote (8853) From: KG4 Friday, Oct 20, 2000 8:42 AM ET Reply # of 9066 <<Rmbs - $200 before Jan.>> You may have already done so, and if so I apologize as I am just now catching up on posts since close of market yesterday, but....do you have any thoughts on the comments by INTC yesterday concerning rmbs. I'm also not so sure we are in clear waters yet....my gut tells me this is till a very scared market and we will get selling into the rally's.......my guess is we see selling at the close today. Luckily, my guesses have been off this year<ggg>, so hopefully I am wrong again and we continue this rally. Still very concerned about RMBS....like every story, this one has two sides, and I have no idea which to believe. I really think the intc comments were shocking....I am perplexed that rmbs didnt tank after those words, and in fact wen't up a nice chunk. Could it be that folks are digesting this news and will be selling over the near short term? It just boggles my mind that INTC said the things that they did, while being tied to rmbs for 2 1/2 more years......I just dont know what to make of this. Any thoughts? Thanks keith@thisshouldbeaninterestingday.com >> That was my post to you this morning...I am sure if you look in your box, you will find it...however, no worries here, I am well aware you get a zillion posts a day and I am sure this isnt the first and wont be the last time a message to you gets lost in the shuffle. <<BTW - did not hear anything from you about the bright prospects of RMBS when it practically led all gainers yesterday. Jeeez!>> Well, I'm not going to go back and start copying posts, but trust me Tom, I was one of the few folks that posted about RMBS, the $11 gain and the intc comments. In fact I made several posts, and was really quite surprised that there was like no talk about it at all. Such a good day for the BUS, weird comments about RMBS from INTC and etc.....I probably made 2 or 3 posts on the porch concerning this. I did not post to you as I did not want to...I know how busy you are....I know if I want a response from you I need to post directly to you, but I have been trying to leave you alone as I feel as though I ruffled your feathers last week....but I certainly did post about rmbs yesterday as I was curious as to what the porchers thought about all this. Sorry you missed it. No hard feelings here, tom...I have the utmost respect for you. I don't beat around the bush however, no matter how much respect I have for someone<ggg> Keith@greatweekendtoya.com

To: Voltaire who wrote (9061)	10/20/2000 4:36:36 PM
From: alias	Read Replies (2) \| Respond to of 65232

To no one in particular: I haven't posted on the porch since April. Have learned over the years to stay away from SI, or at best to lurk from time to time, from late Spring to November because it's too damn depressing. Panic and fear just not my thing. I do have a recommendation for certain members of the porch. Quit buying individual stocks, options, etc. It's driving you nuts. Dump your money in the Oak Family of funds: White Oak, Pin Oak and Red Oak. I suggest this because they, especially Red Oak, contain most of the high-flyer tech funds followed on the porch. I'm not kidding. Go to Oak Associates site and check for yourself. And check the returns. You'll make lots of bucks and you won't have to worry about when to buy and when to sell your individual favorites. You'll quit worrying. You'll be happy. You'll sleep at night. And if you JUST HAVE to trade, buy them now, sell them in February, buy again in May/June, sell in August, buy back in late October, etc. Just something for consideration. No disrespect toward any porcher intended. Alias

To: Voltaire who wrote (9061)	10/21/2000 9:26:42 AM
From: Percival 917	Read Replies (1) \| Respond to of 65232

Morning Tom, Just to put in my 2 cents worth, RMBS had been discussed a lot on the G&K thread and StockHawk makes the most logical argument for Intel's supposed "mistake" in regards to RMBS. This is stolen from the G&K thread: To: Apollo who wrote (33403) From: StockHawk Friday, Oct 20, 2000 12:04 AM ET Reply # of 33474 In light of Barrett's statements about Rambus being a mistake for Intel, would you consider Rambus a high return/risk ratio? Just speculating here, but perhaps Intel is nervous about the power RMBS is amassing. They secured royalty agreements very quickly and Micron and the rest are perhaps likely to fall in line. I'm reminded of that line in a song by Sting: "when you find your servant is your master" Think about how IBM must have felt concerning Microsoft in the "early years". First IBM nurtures the small company, but eventually MSFT morphs into a gorilla with incredible power. Perhaps INTC sees a similar nightmare. StockHawk Have a great weekend and enjoyed the golf last Saturday with you and Coonaz. My Best, Joel