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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.65-0.2%11:22 AM EST

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To: NHBob who wrote (27532)8/23/1999 11:41:00 PM
From: bundashus  Read Replies (1) of 93625
 
I found this on you link to clearstation

rom : tetanet
Aug 23 1999 3:29PM
Re : Dell, Compaq, Intel, and Samsung (Long Recommendation)


Dell and Compaq will be first to market with chipsets from Samsung. Intel,
of course, will supply the fast Caminos that need Rambus to perform. INTC
has the option to exercise 1million shrs @ $10, after RMBS shows two
profitable consecutive quarters. Samsung is back ordered till 1st quarter "00
to date. Micron will be ready soon. Long term success is becoming
vulnerable to how quickly software apps can take advantage of this
technology. Intel will introduce voice recognition app @ IDF, and I hear it's
best of breed.
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