Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 107.11

+9.1%

3:13 PM EST

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To: REH who wrote (6982)	9/5/1998 11:16:00 PM
From: jopawa	Read Replies (2) of 93625

REH, Just a couple of questions. 1) What are the chances of Rambus NOT being the next generation standard for memory, and if they are, why? Who are their major competitors, and what LONG term advantage do they have to remain strong? 2) What are the chances that Rambus' tight relationship with Intel comes back to haunt them with other chip vendors who rebel against the standard that Intel is pushing? Intel is not exactly loved by the rest of the industry, and I think we have seen the peak of their power. We will no longer see Intel dominate like they have in the last few years. 3) We know about Samsung, what about Micron? This company still holds the power in the States to influence the investing public. I'll be back Monday night. John

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