Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.1%

Nov 21 3:59 PM EST

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To: MileHigh who wrote (24971)	7/16/1999 8:53:00 PM
From: John Stichnoth	Read Replies (2) of 93625

MH: How do you feel about a scenario in which Intel buys RMBS and AMD? They already have significant positions in each, and with the advent of DRDRAM, ram is no longer a commodity. Suddenly, INTC would be the gorilla in two segments. (PS--LG and Hyundai just merged their dram companies. Is this a defensive maneuver against the coming behemoth of INTC?) Please tell me that I am all wet, And WHY! I don't want to get taken out at $250.

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