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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 107.76+1.2%Nov 7 9:30 AM EST

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To: pompsander who wrote (24043)7/1/1999 1:23:00 PM
From: James Fulop  Read Replies (2) of 93625
 
FWIW A FUD(?)post on Yahoo...

post.messages.yahoo.com

>>VIA bought Cyrix dirt cheap because of that (National was asking at the minimum something like $300-400 mil and Via paid them something like $175+ mil. With Taiwan Inc. behind VIA, I will be holding by breath if I were long RMBS (I was, but not anymore). That is where the majority of the motherboards are coming from, and why Intel is scared sh*tless with the VIA PC133 chip set. With the Cyrix purchase, VIA's PC133 chipset becomes a fact and Intel will have to do something to match them.

Watch Intel announce a Pc133 chipset soon enough. When that happens, I expect the RMBS stock price to be cut in half.<<

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