Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 104.08

+2.4%

3:59 PM EST

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To: Thomas C. Donald who wrote (11208)	12/6/1998 12:24:00 PM
From: Alan Hume	of 93625

Thomas Who ends up getting the lions share of the server biz is difficult to predict. I think the players are going to change drastically. INTC has the server market very clearly in its sights on its current road-map. CPQ is now aiming computers based arround its' newly acquired Alpha processor at the market. Neither of these companies have been major players in this market place in the past. I am confident that with the clout, aggression and determination which these 2 have, that they we succeed. Once again we come back to BETA vs VHS. The winners will be those with most clout. Not those with the best technical prowess. Alan

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