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Technology Stocks : MARIMBA / RAMBUS

RMBS 100.63

+5.4%

Jan 14 3:59 PM EST

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To: Ibexx who wrote (16)	3/13/1997 11:01:00 PM
From: Timothy Liu	of 99

I have been following the INTC thread (but not all of it, just too much stuff and not a lot that is useful). As to the K6, I probably know as much as you do. Sorry I can not say anything more without getting into trouble. I try to stay away from posting in INTC thread. :) I have my eyes on the networking segment right now. Gigabit Ethernet is on the horizon and there will be a round of upgrade from big companies. I think network is still the hottest section in techs. On the software side, there is just too much competition and MSFT want a piece of everything. It's hard for small companies to get big. You can't patent a look/feel GUI or a SW functionality. HW is much better in this aspect, look at Rambus. Tim

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