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


To: REH who wrote (9436)11/10/1998 3:00:00 PM
From: jopawa  Read Replies (1) | Respond to of 93625
 
REH,

Always good to be long with Fidelity, unless they sour on it. Not likely, since these are recent developments and early in the RMBS cycle. This is their first registration of this kind right?

John



To: REH who wrote (9436)11/10/1998 3:13:00 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 93625
 
REH, do you think this might possibly explain other investment houses reluctance to buy RMBS at current levels. Thanks for posting, very interesting. Certainly news to me.

bp




To: REH who wrote (9436)11/10/1998 3:14:00 PM
From: jopawa  Respond to of 93625
 
REH,

What's interesting is we don't know whether they are finished buying. They could still be buying for many of their funds. What is the filing rule, that they must file at 25%?

John / long and happy!