Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: pompsander who wrote (32445)	10/21/1999 12:27:00 AM
From: richard surckla	Read Replies (2) of 93625

Pomp, Thread... A major problem for Rambus, as I see it, has been that Intel has not taken blame for anything in the pullback of 820. Intel in fact has allowed the finger to be pointed at Rambus and Rambus alone, swim or sink. Thus the media has so reported the problem as a Rambus problem. Even with our own research, here on SI and Yahoo, we can only find bits and pieces that turn the finger back at Intel and clears Rambus. While we know this, the general public doesn't. And I think for the most part the institutional buyers think this may be the case but they are still uneasy with the situation but holding. It is this kind of thinking that made Intel bounce back today 4$+ and Rambus drops 2 7/8$. If Rambus were permitted by Intel to defend their position publicly, their stock value would be much higher. Enough said, and still pi*sed! JMHO, but again what do I know?

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