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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.63-3.9%12:18 PM EST

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To: Orion who wrote (37721)3/1/2000 1:49:00 PM
From: Tenchusatsu  Read Replies (1) of 93625
 
Orion, <How do you interpret this?>

It means Jerry Sanders is talking out of both sides of his big mouth. On the one hand, he's ridiculing Intel for problems implementing Rambus in their chipsets. In his efforts to be seen as the "un-Intel" (ever notice how the guy still can't resist slamming Intel at every turn?), he's distancing himself from all of the bad press associated with Rambus, saying "DDR is the way to go." On the other hand, he realizes the benefits of Rambus, so he's biding his time and waiting to see if Rambus will succeed or not. Once (or if?) it does, then "Thunderballs" Sanders will come out and say, "Yes, we've always been a believer in Rambus, and in fact we have Rambus-based solutions on the way!"

Tenchusatsu
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