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Technology Stocks : AMD/INTC/RMBS et ALL

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To: Joan Osland Graffius who wrote (163)	10/7/1999 4:41:00 PM
From: Bilow	Read Replies (2) of 271

Hi Joan Graffius; Are you suggesting that Intel shorted Rambus (or purchased derivatives that would increase in value as RMBS decreased in price)? Using inside information about the Camino release? Man, what a conspiracy theory! (Not that I'm saying it couldn't happen.) Clearly, it was the big box makers that forced Intel to hang the launch, as it was they who found bugs. This would be consistent with the way that box makers test new designs, in my experience. They are a lot more vicious in their tests than Intel would be. But those box makers knew there were troubles at the time when RMBS was trading at $117, I would imagine that a few of their engineers may have got worried and sold a few RMBS shares... My theory is that RMBS trades largely on things other than fundamentals anyway. Did you start reading through the EE-Times articles? Try to ignore the ones that only talk about one product. Those are usually company written drivel, which are given out free to the press to republish. The articles to look for are the ones with a lot of editorial comment, lots of comparisons between different technologies, and without an obvious conclusion. Remember that engineering is always a search between different techniques, and that all "solutions" have drawbacks as well. It really isn't that much to look through. You can read all 115 headlines with just a dozen mouse clicks or so. -- Carl Edit: Intel's RMBS warrants aren't active yet, nor are the other warrants that RMBS gave to other memory companies: techweb.com (This post brought over from the ASL thread, to which it was mistakenly posted.)

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