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

To: im a survivor who wrote (9083)	10/20/2000 5:15:56 PM
From: Voltaire	Read Replies (1) \| Respond to of 65232

Keith it is tough to call anything on RMBS because of all the intervening variables of FUD, court cases etc. but we did get one big thing out of the way and that is a fantastic earnings report relative to the past. Just as it took QCOM a little time to overcome it's ambiguity so it will be with RMBS but the earnings and CC was one hell of a start. Actually I am stunned there is not even more interest in RMBS at this point but I don't worry and besides you almost have to be totally right brain anyway. I love a Quasi monopoly and that is exactly what we have. One of the interesting things about FUD is always how contradictory it is. I am sure you have been reading on other threads about the threat of the FANTASTIC TECHNOLOGY OF DDR - right? Well, I don't think I have to tell you who has the patents on DDR and that the negotiated royalties to date by contract would be about three times what RDRAM will be. INTC sure is not going to turn away from RDRAM but if they do, guess who they run into - yep, good old RMBS. Now it is understandable why so many o the chip companies hate the. Same with NOK and Qcom. V