Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.21

+4.6%

10:20 AM EST

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To: Don Green who wrote (30930)	9/27/1999 11:45:00 PM
From: pompsander	Read Replies (2) of 93625

Don, the Intel "relief rally" argument doesn't work for me. Intel delayed a major product shipment, frustrating customers near and far. This is bad news, no matter how you slice it. Hey, if at the same time Intel had said "we are reevaluating Rambus as the memory technology for our future" or "Rambus bad - DDR good", then I could see some people rallying to the "pivot point". But none of that happened. At least not yet. Wouldn't you sell Intel at this point because they are still chained to that iron ball called Rambus? They have made no effort to cut that chain that I can see..rather the opposite. So why did the stock go up? Intel did annouce shipment of new products today, amid evidence that they are closing whatever gap is considere to exist with Athlon. And, they are going to keep the pricing low, low, until AMD is beaten. I think that is what rallied the Street.

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