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To: Bilow who wrote (70653)	7/29/1999 4:18:00 PM
From: Paul Merriwether	Respond to of 164684

carl amd does not have the capital to stay in the game if intc gets mean and starts cutting prices. amd _may_ have a temporary advantage, won't be the first time. they have no track record of execution--and a long string of losses. I won't park my money there if i were you.

To: Bilow who wrote (70653)	7/29/1999 4:34:00 PM
From: Lizzie Tudor	Respond to of 164684

OTOTOT... Bilow... The ongoing Rambus fiasco is also going to play out to an advantage for AMD. Intel tied themselves to an almost unmanufacturable new technology, one where the cost of memory is way too high, and this is going to open their high end products, to competition. My ex was in management at Intel (gone now for startup companies) but he shares exactly this view. The problem is he plays on his knowledge with Rambus and has lost. He then convinced me to buy some puts and I think I will lose there too! But I only have 10 contracts. Anyway if all the fundies feel this way about Rambus I am wondering what keeps the stock up. I won't play it again because I don't quite follow the big picture there... I'm better with these net stocks. He doesn't believe AMD will benefit from Rambus either way though, to me that seems like a stretch.