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

To: Don Green who wrote (6005)	7/31/1998 6:45:00 PM
From: REH	Respond to of 93625

Japan's NEC has fast new Rambus memory chip Wednesday, July 29, 1998 TOKYO (Reuters) - Japan's NEC Corp said Tuesday it has developed a 72-megabit direct Rambus dynamic random-access memory semiconductor capable of data transfer speeds of 1.6 gigabytes per second. NEC said in a statement it plans to start shipment of sample chips from September. The new device will be offered in a 184-pin rambus memory module which the company will begin sampling at the same time. The module will be offered with a memory capacity of 64 megabytes, NEC said. The combination is designed for use in personal computers, workstations or servers. NEC said mass production of direct chips, including devices and the Rambus memory module, will start from December. The company expects to produce one million chips per month by the second half of 1999, it said. The chip has been selected by Compaq Computer Corp (Nasdaq:CPQ) and Dell Computer Corp (Nasdaq:DELL) for future use in their personal computers. Rambus Inc (Nasdaq:RMBS) is based in Mountain View, Calif.

To: Don Green who wrote (6005)	8/1/1998 1:47:00 PM
From: Richard Habib	Read Replies (3) \| Respond to of 93625

Don, been following your posts for a while. I like yourself am a trader who takes his profits when they occur. I've transitioned from a buy and hold guy. That was a successful strategy a while back but I think we agree the character of the market has changed and you have to adapt. I respect Ibexx's posts also but everyone has to develop their own trade strategy. I made a lot of money on Intel riding it up but was also hurt pretty bad in the rundown from 102 to the 70's and that certainly affected my trading strategy. Primarily I trade options now and am fairly quick to take my profits. Been quite successful for a while now and have comfortable triple digit returns thus far this year (knock on wood). Had a good RMBS position from 44 which I sold on the big pop at 62 5/8 and then was lucky to buy options the other day when RMBS was around 53 which I sold this pop at about 60. I think the buy and hold guys could be in for a shock. Among my concerns; it appears Japan has decided on a strategy to inflate their money supply rather than concentrate on reform. While may be best for Japan it doesn't bode well for the rest of us. I suspect the Yen will continue devalue which could drive China to devalue sooner than later which could result in another round of SEA devaluations. I suspect Intel as well as other tech execs made 2nd half assumptions based on the Yen being defended. If the scenario is as I suggest another round of earnings reductions are coming and a substantial market correction as money flows to the U.S. bond market. I wonder though if political crisis in U.S. will make the U.S. bond market less attractive so I've toyed with the idea of going long the XAU. I'd be interested to hear what you think. By the way since it's a RMBS thread, my prediction for RMBS as well as other good story stocks with little revenue - very sharp correction. Rich