Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.90

-3.6%

12:10 PM EST

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To: richard surckla who wrote (30926)	9/28/1999 7:18:00 AM
From: Zakrosian	Read Replies (2) of 93625

>>Worse case Intel cut's ties with Rambus and moves on.<< Way, way, too much money invested in Rambus for this move. I don't think this line of thinking is valid. If I recall the lessons from Econ 101 accurately, the money INTC has invested in Rambus so far would be considered sunk costs and irrelevent to whether they should continue with Rambus. The key question is how much more they have to spend in order to get it functional; if they decide it's too much for the benefits, they'll just walk away from it.

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