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: Bilow who wrote (79727)	11/12/2001 1:30:24 PM
From: The Prophet	Read Replies (1) of 93625

This scenario is more likely: INTC wants 4i RDRAM for the network processing business; INTC sees that it must allow competition in order to let the RDRAM market grow and keep prices cheap, so they strike a deal with SiS, RMBS, and Samsung under which INTC would let SiS be the sole 4i chipset maker (at least for now). Everyone's happy - SiS gets to dominate an emerging market niche; RMBS gets a new proponent; Samsung gets a whole new market (4i and network processors) all to itself, and INTC, well, INTC gets the price of RDRAM down for network processors and high end desktop processors. Prophet

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