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


To: Dave B who wrote (30914)9/27/1999 10:28:00 PM
From: Don Green  Read Replies (2) | Respond to of 93625
 
Rambus without Intel

Dave

I agree with you that Intel has done a pretty poor job in defending Rambus in the press. You really need to wonder what they are saying in the board rooms.

Worse case Intel cut's ties with Rambus and moves on. I know many think that is impossible. But watching Intel rallying today after all of the negatives on Rambus and Intel, REALLY gets me wondering.

What percentage of their business / potential profits are NON-PC related? Anyone!

I really want to jump back on Rambus again but, it now seems like it is really worth missing the first 20 point rally, IF some good news should come out in the coming weeks rather then playing with fire.

regards

Don



To: Dave B who wrote (30914)9/28/1999 6:09:00 PM
From: Jdaasoc  Respond to of 93625
 
Dave:
As soon as I got out of Pat Gelsinger's keynote address to ITC today @ 9:30, I went longer than I have ever went before with RMBS. I got a cost for RMBS today that I can live with long term irregardless of price movements with RMBS.
I will comment on Pat's speech and what I heard and saw on exhibition floor later.
In brief, the busy booths at exhibition were: Schlumberger, Aglient (HP), Teradyne and Advantest.

john