Rambus (RMBS) - Eagle or Penguin Message Board

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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: Dave B who wrote (24097)	7/2/1999 12:29:00 PM
From: jmanvegas	Read Replies (2) of 93625

FWIW - If INTC decides to go the PC133 route and screw over the the many, many companies who have spent small fortunes to build the RMBS infrastructure, this would be the last time INTC would be able to introduce/embrace anything revolutionary. I don't think INTC is that stupid. It is not the best technology that wins (Beta vs. VHS example) - it is the technology that has the support of the major industry shakers and movers. RMBS has the best technology for the high end - only a matter of time until that high end filters down to the low end. Is Via an industry shaker or mover? - maybe in Taiwan. I believe, and someone can correct me if I'm wrong, that INTC's market cap is probably close to the entire market cap of the Taiwan market. In addition, we would now see selling en masse on huge volume if the smarts thought that RMBS was "done" or had a less brighter future. The market takes no prisoners today - I don't see RMBS going to jail. JMHO. Good luck to all. jmanvegas

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