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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.53+0.7%12:59 PM EST

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To: Don Green who wrote (10941)12/3/1998 1:30:00 AM
From: Timothy Liu  Read Replies (2) of 93625
 
> no big players beside MS following Rambus

Beats me. You may know about these investment house more than I do. Wait and see which way the wind is blowing?

Intel can't buy RMBS, that would be politically incorrect and affect how Intel would lead in the industry. This is why I think RMBS has a unique opportunity, something like MSFT/MS-DOS had with IBM a long time ago. Maybe leverage their DRAM position and make the RAMBUS de facto standard in chip-to-chip interface or something. I am not a hardware guy to tell you about it. I bet the CEO is thinking hard in this direction.

Tim
Just my 0.02$
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