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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.31+3.0%3:58 PM EST

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To: Dave B who wrote (24602)7/12/1999 11:33:00 PM
From: Tenchusatsu  Read Replies (1) of 93625
 
<No, it doesn't. Don't let him get away with it.>

Let him believe what he wants to believe.

I'm just showing him the win-win situation for Rambus. If the sub-$600 market is growing, then integrated CPU's like Timna will do great and will help push higher volumes of high-density DRDRAM chips. If it isn't growing and the $1500-2000 price range is stronger than he thinks, that's even better since DRDRAM will easily penetrate this market as the supply increases.

And by the way, we're not letting him get away with anything. We've said what needs to be said, and people following the debate will decide beyond a shadow of a doubt who has the more credible argument.

Tenchusatsu
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