Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 89.85

+2.5%

1:50 PM EST

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To: Jim Fraser who wrote (19017)	4/22/1999 3:59:00 PM
From: TigerPaw	Read Replies (2) of 93625

If Intel backs out on RMBS this thing ... If Intel backs out, Rambus will be insignifigant. I don't see that happening. Intel itself won't grow unless it can get a signifigant boost in memory speed and Rambus is the only game in town for a long time (like a couple of years). If Intel is slow getting Camino to work it may try to offer some alternative interim solutions to help it sell processors at 500Mhz or faster, but they are not going to be a compelling buy. Intels future rides on Rambus. TP (Added to my position at 57 1/2)

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