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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.57+0.7%Nov 28 9:30 AM EST

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To: pompsander who wrote (42490)5/18/2000 3:31:00 PM
From: jim kelley  Read Replies (1) of 93625
 
Pomp,

It looks like you were correct. This is going to take a wallet. I do not think that the industry wants INTEL to "eat scrap and die" as BILOW suggests. It would be foolhardy of them to sabotage INTEL and ridiculous to let "the tail wag the dog" as far as dictating future technologies. The industry may pull this same tactic on AMD when it needs DDR for its platforms later this year. BILOW self congratulations are premature. This is about money.

DELL may be the beneficiary of this since they apparently have already negotiated their supplies with Samsung.
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