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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: blake_paterson who wrote (73772)	5/28/2001 2:21:51 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 93625

Thanks. I look forward to your update. My interest here is to evaluate the best and worst cases for RMBS so as to benefit from the market's over-reactions. I will enjoy being long RMBS on the way up as much as being short on the way down. I really have nothing against the stock or the company. I've read some estimates of P4 shipments which seem way too low to me and that is what has prompted my recent query. If those estimates prove to be true, a lot more than RMBS is at stake. ST