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To: Dan3 who wrote (4)	9/4/1999 10:57:00 PM
From: kash johal	Read Replies (1) \| Respond to of 271

Dan3, It looks to me that Rambus is a performance bust. But I have still inested in it as a hedge against my AMD investment. Intel will push RDRAM as a big deal regardless of the facts as way of differentiaiting against K7. So rambus as a stock should do well. If it does badly that means either Cumine is fast enuff against K7 with Pc100(unlikely IMHO) or that there are manufacturing problems. Longer term Q1/Q2 we could have a RAMBUST in the stock price if the volume explosion doesn't occur due to low performance. Short term should be very bullish for both stocks IMHO. regards, Kash