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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (33394)10/19/2000 10:06:11 PM
From: rel4490  Read Replies (1) of 54805
 
<<Rambus Was A Mistake, Says Intel’s Barrett...>>...
<<we should give Lindy his due.....he stated a year ago the potential pitfalls associated with the Rambus/Intel Big Brother relationship, and it is very clear that Intel's implementation of that relationship has been littered with glitches.>>

Littered with glitches and yet the stock is up in excess of 400% from a year ago. After the comments by Barrett, RMBS stock was UP 6 yesterday and 11+ today. Perhaps the stock is telling us that RMBS has come of age and Intel needs RMBS as much or more than RMBS needs Intel.

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