VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Voltaire who wrote (9061)	10/21/2000 9:26:42 AM
From: Percival 917	Read Replies (1) of 65232

Morning Tom, Just to put in my 2 cents worth, RMBS had been discussed a lot on the G&K thread and StockHawk makes the most logical argument for Intel's supposed "mistake" in regards to RMBS. This is stolen from the G&K thread: To: Apollo who wrote (33403) From: StockHawk Friday, Oct 20, 2000 12:04 AM ET Reply # of 33474 In light of Barrett's statements about Rambus being a mistake for Intel, would you consider Rambus a high return/risk ratio? Just speculating here, but perhaps Intel is nervous about the power RMBS is amassing. They secured royalty agreements very quickly and Micron and the rest are perhaps likely to fall in line. I'm reminded of that line in a song by Sting: "when you find your servant is your master" Think about how IBM must have felt concerning Microsoft in the "early years". First IBM nurtures the small company, but eventually MSFT morphs into a gorilla with incredible power. Perhaps INTC sees a similar nightmare. StockHawk Have a great weekend and enjoyed the golf last Saturday with you and Coonaz. My Best, Joel

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