RAMBUS (Nasdaq: RMBS) - THE EAGLE Message Board

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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE

RMBS 114.23

-0.8%

3:59 PM EST

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To: RetiredNow who wrote (1208)	2/25/2000 12:02:00 PM
From: Richard Habib	Read Replies (1) of 2039

Actually regarding Intel's support I think you have to separate what Intel is actually doing from what they are saying. If you were estimating quarterlies, you would have to reduce RMBS estimates based on the IDF news. A month or so ago, TIMNA was considered a RMBS part, now RMBS participation has likely been delayed. Willy remains the high end product analogous to the 820/840 products now so it doesn't represent any new market share for RMBS. That said, these days you can be right about the facts and absolutely wrong about the stock price which after all is the only thing that counts. Rich

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