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

To: im a survivor who wrote (33627)	3/15/2001 11:22:04 AM
From: hroark2000	Read Replies (2) \| Respond to of 65232

Bottom line is RMBS is not screwed. Yes, they may not be able to collect royalties on SDram and DDR, but it does not affect its ability to collect royalties on RDram. RDram is the next memory standard. Why do you think all the memory makers are ramping up their production of RDram. Short term it hurts, long term it means nothing. You are a long term holder arent you.

To: im a survivor who wrote (33627)	3/15/2001 1:04:03 PM
From: Mannie	Read Replies (3) \| Respond to of 65232

hey Keith... I saw that wonderful news on RMBS, thankfully I gradually eased back my position in it over the last couple of months, as I was called out of the positions, I did not re-enter it. I still have a couple hundred shares tho.... Most of the other holdings seem to be firming up.. I thought about you the other day as I drove up and back from the Whistler/Blackcomb resort up in British Columbia, you should see the rock formations up there, you would flip out...awesome stuff. Be well, Scott