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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.29+2.2%Dec 2 3:59 PM EST

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To: Bilow who wrote (42810)5/22/2000 7:28:00 PM
From: pompsander  Read Replies (2) of 93625
 
<I know that what I am saying that Rambus will continue (temporarily) to be supported by Intel. In the long run, Rambus is dead, dead, dead. But it takes a long time to get new chipsets out, and until Intel gives itself enough of a Heimlich maneuver to get the Rambus out of its windpipe, you will continue to see Intel perform CPR on the twitching body of RDRAM. They're attached to each other>

Carl, I have rarely found you so elequent! And picturesque.
However, I believe the reports of RDRAM death are exaggerated. Now it is in "the long run". How long? If Rambus prospers for the next five years many investors will feel they did just fine by it. My cost basis is still in the mid-seventies. I'm fine.

Oh, and watch out for a ticked off Intel. No telling what they may be able to accomplish in the months ahead. It is a real source of pleasure to me to know we will all be around here discussing this claptrap in the year 2001. The Gateway news today is intriguing, no? Could the "market" be telling us something?
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