Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.53

+0.7%

Nov 28 12:59 PM EST

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To: DownSouth who wrote (18210)	4/4/1999 3:30:00 AM
From: Alan Hume	Read Replies (1) of 93625

Hi DownSouth, "Why would anyone want to compete with INTC in their core business?" The way I see it most of the box makers are dependant upon INTC. So at the end of the day they end up with a heap of "me too" products, cutting each others throats for 99c . CPQ in buying DEC has I believe taken a step to buck the trend and break free. THat would make the case for DELL for example. The other name which came to mind is MOTA. THey are very strong with their family of 8 bit controllers, especially in the automobile industry. Could be they may want to further establish their position as a µP manufacture by acquisition Alan

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