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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: MulhollandDrive who wrote (24277)	7/8/1999 12:22:00 PM
From: J_W	Respond to of 93625

I fail to see any advantage INTC would have seen, especially in light of the licensing and royalty payments for RMBS, UNLESS they felt that RMBS provided the optimum long range bandwidth solution. Fortunately for Intel, they are in a position of strength that gives them the "luxury" of looking beyond the next quarter. Betty, This is exactly why we must look at Rambus in the long term. That is exactly what Intel is doing. Short term events, while upsetting to the longs, will have little bearing on where we go long term. Meanwhile we await the answer to "The Question" from the bear side. Regards, Jim