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


To: pompsander who wrote (40545)4/21/2000 2:34:00 AM
From: Joe NYC  Read Replies (1) | Respond to of 93625
 
My main focus since I first bought 100 shares of Rambus was what Intel's agenda is. I waivered when they seemed to waiver.

How long do you think Intel will be looking after Rambus? Intel used to own the chipset business, but now, Intel lost a good chunk of it to Via. There are rumors that Intel lost up to half of the chipset business. And how is Intel planning on recapturing the lost market share? With the Solano 815 chipset, which happens to be PC-133 SDRAM chipset.

How many more disasters like the 820 chipset disaster do you think Intel can afford?

In your other post you assigned percentages to various patent litigation outcomes. How about adding this percentage: What is the probability that faced with losing market share, market perception, and customers, Intel will decide to pull the plug on Rambus, and fire everyone who was in any way associated with the Rambus debacle?

Joe