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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 114.23-0.8%Jan 26 3:59 PM EST

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To: jim kelley who wrote (42510)5/18/2000 7:12:00 PM
From: pompsander  Read Replies (1) of 93625
 
Hey everybody, it is about leverage, pure and simple. Intel used to have the leverage, now the DRAM guys have it. As an old Teamster negotiator once told me: "when you are at the bargaining table and its ten minutes to midnight and the pickets are on the line you better be sure management sees them out there and believes you will strike. Its worth an extra ten cents in the wage package right then".

The DRAM guys may never be in this sweet spot quite the same way again. They will make Intel bleed green, but they will give them what they want, and must have.

Carl, you never, never put your opponent out of business. You try not to insult him. What goes around comes around and you may need him badly in a year's time. That, "eat scrap and die" nonsense shows me you don't have a much idea how the world works outside your engineering cubicle.

Leverage, leverage, leverage
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