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To: Apollo who wrote (17719)	2/11/2000 8:43:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 54805

RE: CREE many of the same enthusiasts about CREE were equally enthusiastic investors in Rambus Snas, I agree that CREE is early in its adoption cycle, but I really think that a Cree/Rambus comparison is "apples and oranges". I was negative on Rambus from day one, because it's marketing was a "one trick pony", dependent on INTC for sales. I bought Cree because they seem to have a "lock", for now, on a product with tremendous potential, and a widespread use among many different types of customers that would buy the product even without a "second source" available. The only negatives I can see this year, which is a far as I look for investing my money in this type of company today, is: 1) The main production plant burns down, or suffers an earthquake. 2) A bad quarterly report. (As the street perceives it) 3) The "Union of Concerned Scientists" issues a report that Cree's products are harmful to your health!

To: Apollo who wrote (17719)	2/11/2000 11:53:00 AM
From: Dr. Id	Read Replies (1) \| Respond to of 54805

I'm saying that many of the same enthusiasts about CREE were equally enthusiastic investors in Rambus last Spring. In regard to Intel's "flinching" in re: to Rambus in Sept., this is from one of the RMBS threads: quicken.com. Chewing on chip stocks Positive energy from the personal computer sector spilled over to chip stocks. The Philadelphia Semiconductor Index (SOX: news, msgs) rose 2 percent, thanks to a firm tone in shares of Rambus (RMBS: news, msgs), up 6 15/16 to 85 13/16. Rambus' technology speeds up the exchange of signals between a computer's memory and logic chips. The company licenses its designs to semiconductor makers, including Intel. Morgan Stanley Dean Witter's Mark Edelstone, anticipating details about Intel's seventh-generation microprocessor unit, said in a research note that Rambus figures "squarely" in Intel's new technology plans. Intel (INTC: news, msgs) shares rose 1 to 105 5/8. The chip giant is expected to show off its new technology at a developers' forum it's hosting next week. See Hardware Report. Despite some festering doubt about whether Rambus licensing has a future with Intel, Edelstone says "Intel is highly committed to Rambus, and its roadmap should support this view." Jeff