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

To: Don Green who wrote (30962)	9/28/1999 12:57:00 AM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

Don, it may have been the key headline for a lot of us but it wasn't the only headline. In fact on the Intel thread, while not a minor topic, it certainly wasn't dominating. Intel will take somewhat of a hit if RMBS fails, but that is a relatively low percentage play. Intel moved up on positive news as I stated before although I forgot that IDC also released a report that the Profusion 8-way system could garner 1B Euros in rev by I think 2003 - no small potatoes. Oh, and there was the news regarding their web hosting center. The bottom line is RMBS is the tail here Don - Intel is the dog. The street doesn't see the 820 delay as that significant to Intel yet - it's not a clear picture and it's not an easy technical subject to grasp. Maybe in the future if problems persist, Intel will begin to react. Why are you having a problem with this - it's kind of self evident to me. By the way you didn't notice Dell reacting either did you. Right now this is a RMBS issue. Rich