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To: Tony Viola who wrote (99059)	2/15/2000 12:23:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Tony, one thing is for certain. I enjoy trading RMBS shares even more than AMD, for RMBS is a real rollercoaster ride, and I've made a lot of money on the rises. One thing to note is that RMBS is the type of stock that shoots up very quickly on any positive news, then pulls back slowly as reality (or the anti-Rambus FUD) sets in. Witness how quickly RMBS stock shot up back in November when Craig Barrett made an "Oh by the way" comment regarding the re-release of the 820 chipset. (Oh by the way, I've noticed Craig is fond of those kind of comments, such as "Oh by the way, Coppermine will be introduced at 7xx MHz" or "Oh by the way, we'll be able to hit 1 GHz in 2000.") Anyway, I'm glad I hopped back onto RMBS at market open today, price 90. I'll probably hold on until the end of IDF, then consider selling. Lots of fun. Tenchusatsu

To: Tony Viola who wrote (99059)	2/15/2000 4:36:00 AM
From: Steve Lee	Read Replies (1) \| Respond to of 186894

Tony, I personally wouldn't buy a Rambus equipped PC at current prices. However they are priced according to demand so price performance will be tailored at the right price to sell all stock. Aren't all new products priced high at intro to take advantage of early adopters? As processor speeds increase, you will have to buy Rambus. You could make a similar argument that people will never pay the premium to buy the fastest Intel processor rather than the next speed grade down. I wouldn't - but Intel keeps upping the MHz and the chips are sold out! With Intel announcing further RDRAM support in Timna and Willy, with various RAM manufacturers now in volume production and the rest building lines right now, I say Rambus is a sure thing.