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

To: Steve Lee who wrote (79699)	11/10/2001 10:41:35 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi Steve Lee; Eventually SDRAM will drop to lower prices, but a 30% rise certainly implies that there was a bottom in there somewhere, LOL!!! It's hard for me to imagine a "bounce" that wasn't preceded by a "bottom". Best of luck with the MU puts. I would think that they would eventually be profitable (depending on how far out they are), because even if SDRAM prices stay 30% over their recent, well, whatever you want to call it, the memory makers will still be losing money, and I don't see how that will change before the end of 2002. -- Carl P.S. The big difference between me and Skeeters' guesses on Micron's bottom is that I think it'll be in the teens or lower, and he's willing to say single digits.