Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.40

+5.4%

Dec 19 9:30 AM EST

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To: Earlie who wrote (57143)	10/9/2000 2:19:24 PM
From: NightOwl	Read Replies (1) of 93625

Hi Earlie, I have always been a fan of INTC until about three years ago. They got fat and arrogant, then totally "POed" their clients. The company's numbers have been mediocre at best and their R&D has been crummy. The accounting has been questionable and their former honesty disappeared. Don't live in the past, as it can get expensive. I might argue that the entrenchment of the arrogance dates a tad earlier but other wise your points appear undeniable to me. I would only add that if in fact the PC market is saturated, there will be very good stock investments coming from those companies which can feed on the industry's "Whales" while the water level is low. AMD, Transmeta, and Broadcom may be the first to arrive at the "kill". But they won't be the last, e.g.: semibiznews.com Not that the INTC gravy train is going to end any time soon. Its just that the "equity holding" dinner guests are going to have to share ever greater portions of the "feast" with the folks "selling" bogus technology dreams and novel accounting, those "competing" for old market share, as well as those grabbing huge chunks of the new markets. IMHO. I don't think INTC has learned how to handle a market in which they can't set the proprietary standards. I find it incredible that an INTC CEO could OK a Rambus-like contract with anyone, short of the Lord On High in a deal for prime Heavenly real estate, without having his head explode. ...Or at the very least turn a very rich shade of <font color=blue>IBM BLUE.[well you get the picture] Either they have forgotten their roots, ...or have had them cut off. IMHO of course.<g> 0\|0

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