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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (98960)	2/14/2000 4:30:00 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Tony, RE: Rambus Congratulations should go to those that own far more shares of RMBS than I do. Paul and Ibexx come to mind. RE: "they're still a DRAM company." I would say they are more of a technology licensing company. Regardless of supply/demand for DRAM, they get their cut, they shouldn't be price sensitive. Now if a better technology comes along... The other part is that (assumed) increased supply of RDRAM is good news for high end sales for Intel. John

To: Tony Viola who wrote (98960)	2/14/2000 7:30:00 PM
From: Steve Lee	Read Replies (1) \| Respond to of 186894

RMBS are not just a DRAM company. They are in the business of transferring data between chips at high speed. One of the applications happens to be transferring data between DRAM and Mainboard. I know what you mean about DRAM company - you mean low margins etc. RMBS have the monopoly on high speed chip to chip data transfer. They are big news. I love Intel and have high hopes for my INTC stock but I think RMBS will outperform them by a large factor. Look into it, you could make a lot of money.