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

To: capt rocky who wrote (36710)	1/21/2000 1:22:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

My first thoughts regarding the alliance were that perhaps it wasn't appropriate for RMBS to be a member since they only represent their own tech. That it would be more appropriate for the actual manufacturers to "fairly" evaluate all techs including RMBS. I thought with Intel and Samsung, RMBS' interests would be considered. I think that was an incorrect interpretation. From the cc, Tate gave a completely different impression. He said that RMBS wasn't particularly interested at this point and that these sorts of alliances have a history of failure. Given that Intel is a member and perhaps a leading player, in my mind it is hard not to infer a schism of some degree between RMBS and Intel. It also throws some doubt into the Samsung relationship. Did Avo actually get pushed out as some of the FUD has reported?? I think those comments, the alliance and the suit have significantly degraded the RMBS story... unless of course they win the suit. Rich