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

To: William C. Spaulding who wrote (37260)	2/16/2000 5:28:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

WCS snippet from Reuters from last night. ``In the first quarter, over two million 820 chip sets were shipped into the marketplace,' said Pat Gelsinger, vice president and general manager of desktop products group, referring to Intel's chip set that uses Rambus's RDRAM technology. ``Now industry support is rallying around RDRAM.' If Intel has warrants for 1 million shares at $10, which I think vest when 20% of chipsets delivered support RDRAM for two quarters. From my understanding, 2 million 820 chipsets in one quarter works out to about 6-8% of all chipsets delivered. So Intel is 2-3 quarters away from to being 5% shareholder in RMBS. I like the type shareholders RMBS has. Not to many short players (alternative view) among them. john