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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Goutam who wrote (84206)	12/27/1999 5:01:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1574489

Curtosy of FactFirst from the Yahoo AMD message board - INTC filed to sell 75K more CMGI shares by: FactFirst 12/27/99 4:35 pm Though the CFO has tried so hard, will Intel still miss the street expectation 3 quarters in a row? cbs.marketwatch.com ________________________ Intel files to sell more CMGI stock By Amanda Tyler, CBS MarketWatch Last Update: 4:06 PM ET Dec 27, 1999 See: IPO Report WASHINGTON (CBS.MW) -- Intel planned to sell 75,000 common shares of CMGI, valued at $15.1 million, according to a Securities and Exchange Commission Form 144 released Monday. The filing's release marks the tenth time Intel has planned to sell CMGI stock between Nov.3 and Dec. 10, during which Intel (INTC: news, msgs) sold 981,004 common shares, with an estimated worth of $119.3 million. Most recently, the chip giant planned to sell 75,000 shares of CMGI (CMGI: news, msgs) on Dec. 13 through Morgan Stanley. Intel paid cash for the shares on Dec. 19, 1997, according to the filing. __________________________________________________________________________ Goutama

To: Goutam who wrote (84206)	12/27/1999 5:03:00 PM
From: tejek	Read Replies (2) \| Respond to of 1574489

If true, I see Intel as usurping the RAMBUS revenue model and technology (they may pay some minimal royalties to RAMBUS IP) because of its dominant position in the PC industry. Goutama, I am unclear how you see intc usurping the RMBS technology....the patents are protected. ted

To: Goutam who wrote (84206)	12/29/1999 11:49:00 AM
From: Charles R	Respond to of 1574489

Goutama, <I know Intel's avoidance of RAMBUS is speculated, but here is an article from EBnews expressing similar concerns - Samsung's Kanadjian joins Rambus; Intel shuns DRAM designer ... CUT ... Garber said Intel's shunning of Rambus in its new alliance was a stunning development, even though the chip maker has already pulled the plug on Greendale, its first mobile chipset to support Direct Rambus memory. ebnews.com _______________________ If true, I see Intel as usurping the RAMBUS revenue model and technology (they may pay some minimal royalties to RAMBUS IP) because of its dominant position in the PC industry. > My take is that Kanadjian coming on board is yet another positive for RMBS. I continue to be bullish. Chuck