Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 107.76

+1.2%

Nov 7 9:30 AM EST

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To: emil who wrote (1672)	8/28/1997 11:23:00 PM
From: Elmer	of 93625

Emil, I don't mind you disagreeing with me, but at least disagree with what I said, not just what you heard. Intel is not simply "getting into everyhting" in this case, at least in my opion. Intel has said they will support rambus. Intel has said it is too late to design in alternatives. To me that says that if the worlds DRAM manufacturers want to sell DRAMS into PC's using Intel chipsets, then they will be rambus DRAMS. Do you, or anybody else, have a different interpretation of these public statements? Perhaps you believe that Intel will no longer control the chipset business. Can you present a case where anyone else can fill that position? Who else has the process technology AND the capacity AND the design expertise? I don't see anyone else fitting the bill and having the marketing clout to convince Compaq, Dell, HP,Gateway etc etc to switch. I welcome different views but please confine them to this technical analysis of the semiconductor industry. In the case of Rambus, I am not interested in TA of the market. This is a long term hold. EP

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