Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.83

+0.8%

Dec 4 3:59 PM EST

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To: Bilow who wrote (28674)	9/3/1999 8:58:00 PM
From: john dodson	Read Replies (3) of 93625

Re: The CPU play of the next 12 months is short INTC, long AMD in my guess, and this is due to the rambus problem. You may be on to something here. INTC is at an all time high, and AMD trading around 20 bucks is only about $10 less than what it was about 15 years ago (yes it's really true). With track records like that, I'd be real careful about dumping INTC for AMD. Then again, AMD does have nowhere to go but up. -John

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