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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (17719)2/11/2000 11:53:00 AM
From: Dr. Id  Read Replies (1) of 54805
 
I'm saying that many of the same enthusiasts about CREE were equally enthusiastic investors in Rambus last Spring.

In regard to Intel's "flinching" in re: to Rambus in Sept., this is from one of the RMBS threads:

quicken.com.

Chewing on chip stocks

Positive energy from the personal computer sector spilled over to chip stocks. The Philadelphia Semiconductor Index (SOX: news,
msgs) rose 2 percent, thanks to a firm tone in shares of Rambus (RMBS: news, msgs), up 6 15/16 to 85 13/16. Rambus'
technology speeds up the exchange of signals between a computer's memory and logic chips. The company licenses its designs to
semiconductor makers, including Intel.

Morgan Stanley Dean Witter's Mark Edelstone, anticipating details about Intel's seventh-generation microprocessor unit, said in a
research note that Rambus figures "squarely" in Intel's new technology plans. Intel (INTC: news, msgs) shares rose 1 to 105 5/8.
The chip giant is expected to show off its new technology at a developers' forum it's hosting next week. See Hardware Report.

Despite some festering doubt about whether Rambus licensing has a future with Intel, Edelstone says "Intel is highly committed to Rambus, and its roadmap should support this view."

Jeff
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