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Non-Tech : The Official Guide To GOOFS -- Ignore unavailable to you. Want to Upgrade?

To: Michael Sphar who wrote (3343)	3/17/2001 5:35:05 PM
From: Thomas M.	Read Replies (1) \| Respond to of 3539

I can see there is still more gas in the balloon than I thought. Yup. In 1990 Intel sold at two times sales with sales growing at 30%. In 1995 Intel sold at 3 times sales with sales growing at 40%. Currently, Intel trades at seven times sales even though Intel's sales are no longer growing. Tom

To: Michael Sphar who wrote (3343)	3/18/2001 12:29:14 AM
From: JF Quinnelly	Read Replies (1) \| Respond to of 3539

Can you say "Black Hole"? No, that wasn't me catching a falling rambusi the last couple of days. But I have placed a low bid for some more RMBS blubber come Monday. Infineon may have shot themselves in the foot, if the late Friday news is accurate. Seems they were caught withholding documents that should have been produced a month ago in discovery, and the judge doesn't seem at all pleased. But even if Infineon wins this case it's just about SDRAM, it doesn't affect RDRAM at all. The ramp in RDRAM sales is what will make or break RMBS. One analyst has put the current value of RDRAM sales at $17 a share, and I think we are seeing sales increase at an exponential rate. This is yummy blubber for the vultures. The stock I'm really wondering about is Lucent. Is that thing going to go the route of Xerox, great name lousy stock, or is there some value there? I love how it closed at $9.99 Friday. Do you think someone wanted a few 10 strike options to expire worthless?