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To: The Ox who wrote (8346)	4/22/1999 10:33:00 PM
From: Broken_Clock	Read Replies (1) \| Respond to of 14427

Michael, gold: COT are released after COMEX closes tomorrow. You will see them reflected in the last 90 minutes on the xau. Trading has been very light at COMEX for two weeks since the last report. You may remember that two weeks ago the COT was all time bullish. I don't think anything has changed. Gold is bouncing along under 284 spot .... I am still looking for a break above 286 for gold to rally with xau. Weird....last time gold went and xau fell. Now gold is creeping and xau is on fire. OSX looking way overbought to me.

To: The Ox who wrote (8346)	4/23/1999 12:53:00 AM
From: upanddown	Read Replies (1) \| Respond to of 14427

Michael re RMBS Did you see this post on the Mike Burke thread from a very knowledgeable guy... Message 9083038 There was also TheStreet.com saying that INTC is cutting back on the RMBS commitment. thestreet.com The company is no longer trying to force the next generation of memory-enhancing chip designs by Rambus (RMBS:Nasdaq) down the throats of memory chipmakers like Micron (MU:NYSE) and Toshiba. Intel, said Paul Otellini, who heads Intel's architecture business group, would support both Rambus dynamic random access memory and the current synchronous DRAM and come out this year with chipsets for both. "[Information technology] managers do not want to go through a lot of re-qualifications as they address Y2K issues," Otellini said. In other words, customers will likely be disheartened using a brand-new technology as they work out Y2K bugs. Intel's memory plans are even more flexible than Otellini was willing to state at the meeting, says CS First Boston analyst Charles Glavin. His sources in the memory industry say that Intel's new chipset, now called 810E, will support PC-133 DRAMs -- the next generation of SDRAM that is regarded as a Rambus alternative. This chipset will support Intel's entire line of chips from the low-cost Celeron to the high-priced Xeon, Glavin says. Looking to put it on a bounce. John