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: Dave B who wrote (65655)	2/9/2001 11:11:56 AM
From: Scumbria	Read Replies (1) of 93625

Dave, I find it an interesting state of the market that the vendors pretty much support Intel right out of the chute, but apparently wait awhile to support new AMD products. IBM used to be in that position in the PC business, and then Compaq made inroads and took over the lead. Then Dell started slowly and is now poised to take over from Compaq. AMD is now poised to break into the business sector, which is the most conservative. Once that happens, Intel is in deep do-do. Scumbria

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