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

To: Steve Lee who wrote (79706)	11/12/2001 8:35:29 AM
From: Bilow	Respond to of 93625

Hi Steve Lee; Re TXN, yeah, I suggested that as a short on this thread back in September: #reply-16304424 (Some guy on Yahoo had put his whole account into short RMBS, and I was explaining to him that it wasn't a good idea to do that. He said there wasn't anything else worth shorting, so I listed a few stocks that looked fairly juicy.) TXN is still at about the same price, around 5x sales, if I recall. I have to suspect that the companies buying DSPs are either cutting purchases, or are optimizing for the very cheap ones where the margins are low. The other shorts I suggested were CSCO, INTC, MU, ALTR and XLNX. -- Carl