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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.56-4.4%Dec 17 3:59 PM EST
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To: Eric K. who wrote (42401)5/17/2000 2:43:00 AM
From: Tenchusatsu  Read Replies (2) of 93625
 
Eric, <I am not sure how this idea about Intel's ability to produce chips for less got started.>

Intel has the economics of volume on its side. AMD only has the advantage of coming from years and years of red ink, which would make any profit look like a substantial improvement.

<AMD is undervalued and a better investment than RMBS>

Depends on how you look at it. RMBS moves so wildly that a savvy, patient investor can get a much greater return from RMBS than from AMD.

Tenchusatsu
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