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

To: Bilow who wrote (79704)11/11/2001 4:51:14 AM
From: Steve Lee  Read Replies (1) | Respond to of 93625
 
That 30% rise is now only a 20% rise according to Pricewatch today. Praps we just saw the XP release blip <g>.

In terms of target, I wouldn't be surprised to see single digits by early next year, but I will be out with nice profits in the high teens.

Puts were concentrated in MU when it was in the 40's, but have now moved on to a large put position in TXN. Have you seen the valuation on that monster?



To: Bilow who wrote (79704)11/11/2001 4:51:14 AM
From: Steve Lee  Respond to of 93625
 
Duplicate post. Will have to remember to only press submit once.



To: Bilow who wrote (79704)11/12/2001 12:04:55 PM
From: Sully-  Respond to of 93625
 
* 12:02 ET Niles Discusses DRAM Market : Lehman analyst Dan Niles believes that upward pressure on DRAM spot prices being fueled partially by news that Hynix and Micron (MU +1%) have stopped quoting DRAM spot prices. Continues to believe that there is plenty of inventory that will come into the market at these higher prices. Niles expects the normal seasonal pattern of a roughly 10% sequential demand dip in the MarQ to resume.


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