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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DlphcOracl who wrote (5495)8/26/1999 4:28:00 PM
From: Hepps  Read Replies (1) of 54805
 
>>DownSouth: Thank you for posting Unclewest's comments on Rambus. This is
the one stumbling block that prevented me from investing in Rambus this
year; the effectiveness of its product is unquestioned, but its reliance
and interdependence on Intel made it too risky for me.
With Intel's acceptance and support of Rambus' products, I think Rambus
will be a moonshot over the remainder of the year. This announcement
from Intel is not unlike the announcement that Q had come to terms with
Ericcson regarding wireless standards earlier this year and has the same
investor implications for Rambus (IMHO).<<

I think that the celebration may be a bit premature. All Barrett said was that they would have some great products comming out in Oct. He didn't mention Rambus by name. I didn't see anything new in the interview, other than a reconfirmation of the timetable. I continue to believe the story, but I havn't gone out and started spending my future profits yet....
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