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To: KM who wrote (61229)11/14/2000 8:12:33 PM
From: Barry Grossman  Read Replies (2) | Respond to of 93625
 
Truf,

Have we put to bed all the horse caca?

I sure hope so. We've been back and forth on that for weeks now. With everybody about to see what the P4, a chip optimized to use RDRAM, can do, I think the downside is behind us. I haven't heard anything out of Comdex yet but I expect we'll start to hear comments soon. Intel has supposedly many software titles optimized and exhibiting at their booth.

At any time, we could hear about another settlement.

Today we heard Samsung is expecting to do $9.3B in RDRAM in 2002. Just in RDRAM! All by themselves.

What do you think I think.

I bought recently at 49, 55 and 64. I don't think I'll get a chance at more at 55 or less again.

But then there's the election uncertainty over this coming weekend looming over everything.

Take your best shot.

Barry



To: KM who wrote (61229)11/15/2000 8:15:09 AM
From: GVTucker  Respond to of 93625
 
KM, RE: They annoyed me today (MSCO) by selling a ton at 61 3/4 and soaking up a lot of buying push.

How do you know that they were selling for their own account and not a client.

Almost all Morgan Stanley's OTC trades are client-driven.