Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 104.08

+2.4%

Dec 8 3:59 PM EST

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To: Dan3 who wrote (27110)	8/15/1999 11:12:00 AM
From: Orion	Read Replies (1) of 93625

Dan Seriously, I doubt that a company like Intel, which has been already pretty successful in its market and known to have paranoid attitude, decides suddenly to finance infrastructures for an amount between 0.6 and 1 billion dollars to promote mass production of RDRAM 800MHz if this doesn't bring any significant improvements in performance... Did you notice that the option of 1 million shares gave by Rambus to Intel is a bright way to get from Intel the "cash advance" necessary to finance the infrastructure. Rambus will finally pay for the infrastructure needed to widely develop its technology...with its stock valuation in (let's say) 4-5 years. Then Intel will have implemented a new technology able to support the ever increasing speed of its CPU almost at no costs (due to the stock option)

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