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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 226.19

-1.8%

Dec 12 9:30 AM EST

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To: Victor Lazlo who wrote (94798)	2/24/2000 11:41:00 PM
From: Bill Harmond	Read Replies (2) of 164684

First of all, I'm not "convinced" that I'm right. I don't need conviction to avoid a stock. When I first came across Rambus years ago I was a big believer. Ask Sal. I've been long Rambus on two occasions. I lost patience with Rambus because of Intel's 8xx chipset delays. Then I started reading about issues with the technology, which I think I explained. Then came the Winstone or other performance comparisons which basically leave RDRAM flat-footed. Next came Microns development of it's own chipset due this Fall. Then Intel's backing away from a RDRAM standard. Finally Intel's backing earlier this month of competing development. All that is enough to keep me skeptical. Rambus is a one-trick pony. RDRAM must gain a defensible beachhead in the PC and server markets for the company to be validated. I can't see that happening based on any research I've read or heard. I'll change my mind if I can understand a case...and Playstation isn't enough for me.

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