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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: eplace who wrote (99039)3/20/2000 9:06:00 AM
From: Dan3  Read Replies (1) | Respond to of 1575421
 
Re: Their heavy investment in Rambus alone...

Most of their potential benefit from Rambus is based upon the exercise of options that are granted only upon Rambus reaching a certain percentage of the total PC RAM market - which it hasn't.

Regardless, if they announce a quarter in which most of their revenue is based upon investments, even this market stands a good chance of figuring out what's going on.

Dan



To: eplace who wrote (99039)3/20/2000 1:47:00 PM
From: tejek  Read Replies (1) | Respond to of 1575421
 
Dan, I wouldn't even attempt to short Intel right now. Their heavy investment in Rambus alone will almost assure that they blow away the quarter. JMO.

Ed P.,

Of course what's to say RMBS won't collapse like Microstrategy did today. All it would take at this point is one small misstep.

ted


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