Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Dan3 who wrote (63348)	12/26/2000 1:52:03 PM
From: Steve Lee	Read Replies (1) of 93625

"Where do u dig this rubbish up from" Intel's costs are fixed for a fixed number of fabs. If they sell twice as many chips for half the price, then profits r similar. If they have twice as much capacity and sell 4 times as much product at half the price, no probs for intel, no profits for AMD. BTW, I am not investing in Intel or RMBS right now. I think RMBS would make a good investment at this point, but Intel not so good.

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