Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 113.83

-6.4%

Jan 30 9:30 AM EST

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To: REH who wrote (4496)	6/6/1998 12:58:00 PM
From: Estephen	Read Replies (1) of 93625

I've read speculation on this thread that intel investing in other semi co. was to secure adequate rdram production. Although, as it gets closer to the release of katmai, and companies realize intel is sticking to the rambus roadmap, they'll be knocking themself's out to get early market share in rdram. This stock is a strong buy right now. It's also easy to judge. All one has to do is watch for a change from intel on their memory roadmap. Otherwise this stock will be 150 in l8 months easy. Thats not a bad return for anybody. Also, it is very unlikely that intel will change their plans at this stage of the game. With katmai coming out in 6 months. The fact that the first phase of katmai implementation allows the use of sdram, in addition to rdram, is not much of a factor. I don't think many people would buy a katmai and put sdram in it, when for 10 of 20$ more they could get 4 time the memory performance with rdram.

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