Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 93.16

-12.2%

3:36 PM EST

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To: Eric K. who wrote (42454)	5/17/2000 8:46:00 PM
From: Barry Grossman	Read Replies (1) of 93625

Eric K., This trend has been repeating since 4Q of 99. Gee - a whole 6 months? Not a problem. Demand has increased faster than their most optimistic projections. In case you haven't noticed, Intel who said in Jan they were going to spend $5B in 2000 on cap expenditures, recently upped that 20% to $6B in 2000. Could you explain how exactly Intel is going to magically start migrating the coppermine bin split distributions rightward faster than Athlon's migration? I'll stand by Intel management's guidance instead of bothering to attempt an explanation of details of Cumine and Athlon bin splits. I'll leave that for the technically inclined. I'd rather look at the forest than a tree. Would you consider Intel's assertion that there will only be hundreds of thousands of P IVs in 2000 a "problem?" As far as the number of Willy's that will be available, I'll stand by Otellini's assertion that "Willamette machines from a wide variety of manufacturers will be in the market in HIGH VOLUMES for the peak selling season in 2000." Intel has that figured into their guidance. Why don't you take your own advice? As far as shorting goes, it's against my nature. I've passed on some real obvious, to me at least, good shorts, (FMKT is the last good example - from personal experience), because I didn't want to bet against the irrational exuberance of speculators. I'd rather be long with great companies who dominate their businesses. Barry

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