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

To: Voltaire who wrote (10842)	11/1/2000 11:07:51 AM
From: Venkie	Read Replies (1) \| Respond to of 65232

Bot amcc in 60's yesterday sold at 76 yesterday Bot at 71 this am and hope to sell at 80 ish...go extr

To: Voltaire who wrote (10842)	11/1/2000 12:14:17 PM
From: im a survivor	Read Replies (1) \| Respond to of 65232

<<IMO, RMBS has easy $1 or more in EPS in 2001. Hell, with DDR royalties higher than RDRAM, even in 2002, DDR or RDRAM RMBS should have at least $3 in EPS. So here is a stock with 200+% growth and a forward PE of 16. >> When I look at that, it makes me feel halfway positive<ggg>. Again, I reitirate my belief all along that long term rmbs will be fine. My concern is the short term. I, like you, plan on bailing in Jan for the most part and re-enter late oct. With this in mind, who gives a crap about the long term....you know what I mean ? Congrats on your buys yesterday...if you got it under $40, you've made a nice one day licking......I guess thats what faith gets you. Me, well I've been kicked in the ass so much this year I am waiting for something to happen so I can regain that faith<ggg>. This much I will say.....if rmbs is at $200 in january and qcom is at $100, I'm sending you a bottle of crown special reserve. Sheez, what got into the inuts today.....I have aol leaps in my non trading account. Had huge positions in cmgi ( another reason for this years mess )and icge, but bailed on both after it looked like their business model was being questioned and it could be dead money for awhile. I bailed higher then todays price and frankly dont want back in either no matter what they do. I have come to the conclusion that aol is the best and safest inut play, with yhoo and ebay a close second.....but what the hell do I know! Keith Keith