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Politics : Ask Michael Burke
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To: MileHigh who wrote (61861)6/9/1999 2:03:00 PM
From: Michael Bakunin  Read Replies (2) of 132070
 
Ten knows what he's talking about, but that doesn't mean he's always right about stock valuation, not to mention architecture. There is always another alternative solution in engineering. I don't see INTC dropping Rambus entirely, but I can imagine plenty of likely scenarios where Rambus becomes largely irrelevant. What if Intel gives the party but nobody cares? Plenty of INTC support -- no RMBS profits. Speaking of which, do you have an earnings model for our heroes? -mb
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