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

To: Voltaire who wrote (24191)	12/11/2000 11:52:12 PM
From: Anthony Clement	Read Replies (1) \| Respond to of 65232

Voltaire May I ask your opinion on the market early 2001. Over the last several years the Nas hit a peak Feb / March time, and it seems everybody is aware of this factor [ tech's as a group according to Wall St are cyclical ]and there is a huge rotation into toothpaste and toilet paper stocks April,May!!! or drugs and nursing homes !!!! How do you play this, totally take profits off the table Feb / March, evaluate stocks on a individual basis, or look at the up and coming economics eg. rate cuts and make decisions accordingly??!! English Karen Hope I am not asking to much from you!! Trying to refine my skills. P.S Shocked this am at Barton Biggs coming out on national T.V, and being bullish about the Nas so out of character!!!

To: Voltaire who wrote (24191)	12/12/2000 3:11:42 AM
From: chic_hearne	Read Replies (2) \| Respond to of 65232

Can I ask, why do you feel so compelled about Rambus? Is it that you believe DRDRAM will be the next memory standard and that Rambus will rake in the royalties? Or is is that you believe Rambus will win the lawsuits and get royalties off of SDRAM? I've seen you post before that you believe something along the lines of "no one understands the Rambus story". Well, what is it? I'm curious. I'm also wondering why you are so convinced on your beliefs. If you can't tell me anything new, I know that ....... chic