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

To: Dave B who wrote (40543)	4/21/2000 12:57:00 AM
From: pompsander	Read Replies (1) \| Respond to of 93625

WE all have an agenda. My main focus since I first bought 100 shares of Rambus was what Intel's agenda is. I waivered when they seemed to waiver. At this point there seems sufficient reasons to believe they will continue to throw their corporate resources and political weight behind Rambus' success. Therefore, I still think the stock is worth hanging on to. Interestingly, I think Rambus is one of those rare companies where you could say that the next twelve months really will tell the tale. I think we will know pretty well by then if they can ever hope to achieve the goals outlined by Tate at the past two annual meetings. If they can, the longs will certainly prosper nicely. If twelve months from now they have not achieved the penetration expected and the other forms of royalty income have not materialized in substance, well........if I am still around I will be watching Intel, very, very closely indeed.