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To: grok who wrote (68)	9/18/1999 2:16:00 PM
From: Charles R	Read Replies (1) \| Respond to of 271

<If something goes wrong and there are problems due to poor availability, poor performance, poor pricing, etc the collapse can be devastatingly fast and deep since there is no true merit holding up that $2B mkt cap. > The problem I see, in addition to the things that you state, is the impact of collapsing PIII/CuMine ASPs on system configuration. I think we are at a time in the industry where it is entirely possible that Intel will not have a CPU at the top one or two speed grades (if not more). If Intel's highend CPU's get introduced at $400 range (that would be very generous if they do not ship the top 1 or 2 speed grades) instead of the customary $600 or $800 range, is there a place for an expensive memory subsystem? OF course there are other markets such as graphics but the market cap is based on penetrating a large percent of the PC market.

To: grok who wrote (68)	9/18/1999 5:44:00 PM
From: kash johal	Respond to of 271

Kznerd, Re:" Message #68 from KZNerd at Sep 18 1999 1:39PM RE: <So on an engineering basis Rambus is CLEARLY a BUST. However customers do not buy based on a detailed engineeering analysis.> Yes, and so maybe Rambus will soar. But the issue is: If something goes wrong and there are problems due to poor availability, poor performance, poor pricing, etc the collapse can be devastatingly fast and deep since there is no true merit holding up that $2B mkt cap. Cisco may go down on Monday, too, but I'm not to worried about it because there is a whole mountain holding it up." Yes, Rambus is not cisco. But cisco is not likely to double or triple from here. Rambus certainly could. Rambus is a very high risk investment just like AMD is. I have invested in both as a hedge against each other. If Rmbs/intc does well and AMD screws up (AGAIN)we could easily have a double in Rambus. And the downside in AMD is limited. If AMD does great and Intc/rmbs flops then AMD could be 2-3x where it is today with Rambs still potentially hanging where it is today. PS I notice only small amounts of rambus options trade. I would reccomend holding with a hedge. I have sold covered calls at fairly rich premium. regards, Kash