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To: mishedlo who wrote (82523)3/20/2001 7:53:54 AM
From: Earlie  Respond to of 436258
 
Mis:

Sammy has an announcement about its RDram activities about every two weeks. Sammy owns that niche anyway. Big in playstations, it produces big unit numbers. Unfortunately, the margins there are "razor"-thin. Decent penetration in the PC environment, hasn't occurred so far.

As for RMBS' stock price, it is finished. It may have a small rally or two, but the "darling" status is kaput and its institutional sponsorship is at an end. When that happens, the game is over. RMBS will now just drift off our scopes, into the footnotes of market lore.

Incidentally, several institutional desks, that earlier provided me much heat, have called in with compliments..... including a few that were believers and took losses.

Best, Earlie