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

To: Voltaire who wrote (32713)	3/8/2001 8:39:44 AM
From: Voltaire	Read Replies (1) \| Respond to of 65232

``We gauged Rambus DRAMs would lead the world chip market in coming years, and Intel needed us for its latest microprocessor, the Pentium 4,'' Samsung spokesman Suh Jong-kook said.Samsung expects the global Rambus market to surge from last year's estimated 60 million chips to 600 million in 2002.

To: Voltaire who wrote (32713)	3/8/2001 10:03:39 AM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

I just added to my NVTL position... Increased it by 50% this morning at 6 15/16...after a GREAT run yesterday its more than holding even while the naz-100 is down slightly. It's a supply and demand situation and this OVERsold wireless data modem pioneer is now being discovered....the new contracts expand its addressable market significantly. The Houses are starting to see the light... investor.cnet.com Wow, NVTL is moving up over 7 1/4 as I type...If we see 1/3 of the Piper Jaffray 12-month target of $40 and I'll have a very nice return. Of course, nothing can be taken for granted BUT hey at times I'm a gambler <G>. I did my DD but I also TRUST my gut feelings. Best Regards, Scott BTW, I hope your right about the Naz rallying as we approach FED easing...=)