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

To: Boplicity who wrote (10576)	10/31/2000 12:39:50 PM
From: Venkie	Read Replies (2) \| Respond to of 65232

I am worn out.....added amcc to my holdings Its a nitemare watching your retirement going from bright to welfare...as u know Today is real good and if it holds then I will be a happy little camper. I drove hm yesterday to the lake ..90/100 with Shawn Colvin blarring..that seemed to relieve the stress<gg< I am so tired Greg

To: Boplicity who wrote (10576)	10/31/2000 12:51:36 PM
From: im a survivor	Respond to of 65232

<<12:27 ET Rambus (RMBS) 48 -5 7/16 (-10.2%): -- Update -- Merrill Lynch analyst Joe Osha says reports in online trade magazine that Intel has removed RMBS from parts of its future memory roadmap comes as no surprise; firm believes that in the future royalty based memory models will not work and this is what INTC is saying; views Intel moving away from the RMBS-only platform as a positive for INTC. >> Again, more FUD. We are looking at a short term time capsul. Lots of money is going to leave the markets in January. I woudnt short RMBS right now, but I wouldnt buy it either. Tom makes an excellent point in that RMBS does not rely on INTC, that they make lots of $$'s lots of other ways. However, I dont think folks realize the impact that a company like intc can have on other co's......amd doing their own memory...intc obviously also doing the same. The future looks very bright for rmbs....and the future looks very bleak as well....depends on which side of the coin you are looking at. Considering I am planning on a short term strategy...pulling my money and staying in cash til Nov, I would have a hard time buying this stock right now. Could shoot to $200 just like V said, but I've seen FUD in action, up close, too many damned times now, and not many times does the FUD just up and go away......I see folks being very cautious with RMBS until they see how things develop over the next few quarters....similar to what qcom went, and is still going thru.....with this in mind, I think there are better "bargains" to be bought right now. JMHOOC, which aint worth much on this thread....although, yesterday, I brought up the arbitrage play in MCHP buying TLCM. Had folks bought TLCM at that time...or mchp for that matter they would have done well......additionally, the premium on tlcm is still rising as mchp rises faster. If you truly believe we are in for an end of year rally, tlcm could be a 3 bagger easy and maybe a whole lot more. With that said, I expect everyone on the porch to short tlcm for the simple fact they know I am long<ggg>......