Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: J_W who wrote (24262)	7/8/1999 12:05:00 PM
From: MulhollandDrive	Read Replies (1) of 93625

Fantastic post, Jim. I think that we will have a long wait in getting an answer to the most fundamental question as to why Intel gave RMBS the green light in the first place. I fail to see any advantage INTC would have seen, especially in light of the licensing and royalty payments for RMBS, UNLESS they felt that RMBS provided the optimum long range bandwidth solution. Fortunately for Intel, they are in a position of strength that gives them the "luxury" of looking beyond the next quarter. bp

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