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

To: dumbmoney who wrote (30971)	9/28/1999 1:06:00 AM
From: MileHigh	Respond to of 93625

SG Cowen's Peck on Intel's Delay of Rambus Product: Comment Boston, Sept. 27 (Bloomberg) -- Drew Peck, a semiconductor analyst at SG Cowen in Boston, comments on a delay by No. 1 computer-chip maker Intel Corp. on a product that works with Rambus Inc.'s computer memory-chip technology. Rambus shares have fallen 33 percent since Thursday. ``Any delays in the acceptance of the Rambus technology opens the door wider for a potential competitor,' said Peck, who cut his rating on Rambus on Friday to ``neutral' from ``buy.' ``Interestingly, it may be Intel's own fault. It's not exactly clear where the problem lies.' ``If (Rambus technology is) that hard to implement, Intel may be forced to throw its support behind a competing standard.' ``It seems to be very good technology, but the implementation seems to be problematic.' ``Looking out a year, it's not obvious whose technology is going to wind up as the standard for next-generation PCs.' NYSE/AMEX delayed 20 min. NASDAQ delayed 15 min.