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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.1%3:59 PM EST

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To: Don Green who wrote (30894)9/27/1999 11:49:00 PM
From: MileHigh  Read Replies (1) of 93625
 
I post this as constructive information only and not trying to rub salt in any wounds because I have friends on this thread and you know who you are.

But if I was long and trying to do some needed DD right now, I would go back and read the INTC/MU SEC equity investment paper (13d/13G?) and check very carefully if INTC can back out of this if MU does not deploy RDRAM or buy equip. Not saying they can or will, because I don't know.

But again, if I was long, I would want to know these things, same with other INTC cap ex to DRAM makers.

Regards,

MileHigh
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