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

To: wily who wrote (27235)	8/18/1999 12:11:00 PM
From: pompsander	Respond to of 93625

Wily, sure it could. But following my arugument, AMD caving on the low end would still not produce the profit margins that the challenge on the high end would erode. So, I see the AMD story as more of a negative (at this point) than a positive. I think there has to be a lot more there. The Dell earnings and outlook are great for Intel since Dell is an exclusive Intel customer. If the entire PC market is going to hold up through the end of the year, then this has to be great news for Intel and, I think, Rambus. (The rising tide lifts all boats theory). In a strong market Intel's market power will allow more guidance to Rambus