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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (88335)	1/12/2001 12:17:41 AM
From: mishedlo	Read Replies (1) \| Respond to of 132070

Earlie, Comments on Rambus earnings please. Remember these are from Q3 realitically speaking beacuse of the conservative way they report. I say the earnings were great. I give you credit however, down after hours as were CREE and ARBA. Three "great" earnings 3 stocks down. Ariba smashed estimates and held up the best. Now, what happens if earnings are not so great? I am quite pleased at this bit of info and may add to AMCC puts tomorrow. Its PE is 300 and is estimated to have 40% growth. Hoping for a warning or right at estimates, or lower future guidance. M