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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (17770)	2/14/2000 3:02:00 PM
From: Dr. Id	Read Replies (1) \| Respond to of 54805

Rambus has been off my radar screen. When I read that news item about the possible future of Williamette, the commitment of Athlon to DDR, and the proven history that Intel will blink when it must, I can only conclude that it is too early to get excited about Rambus. As I said a long time ago, I think even if Rambus does eventually come to dominate the market, the slope of the "ramp up" curve will now be more gradual, the build up in increasing revenues more slow. I think there may be other fields to get better, greater returns. But I'm open-minded. JMHO stan Stan, Something is up with Rambus. I wonder if Intel's committment is becoming reality... Rambus is up 26 1/2 right now to 114! The shorts are running! Jeff p.s. Just pulled this off the wire: 13:36 ET Rambus (RMBS) 99 11/16 +11 7/16 (+13%): --Update-- Semiconductor Business News reports that Intel to use Rambus technology as key memory for its next- generation desktop processor -- the Willamette. 13:21 ET Rambus (RMBS) 102 1/8 +13 7/8 (+16%): Dell Computer (DELL) offers first desktop PC with memory chips based on Rambus (RMBS) technology... volume 2.3 mln; intraday high 103.