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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.20-3.3%Nov 20 3:59 PM EST
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To: Dave B who wrote (43003)5/26/2000 12:52:00 AM
From: pompsander  Read Replies (3) of 93625
 
Dave and thread: I find the Intel cash infusion into Hyundai the most interesting "rumor" of the day. I hope if Intel does open its wallet yet again, as I fully expect it to, to get that RDRAM that this time it makes sure the fabs actually produce what Intel wants! (no more Micron type investments). If the cash infusion also takes the form of guaranteed purchase orders from OEMS or Intel itself, then we will start to see the lines get running! I think Intel is the one who blinked, but it is often hard to tell until a long time after a negotiation like this.
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