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

To: Eric K. who wrote (42401)5/17/2000 2:43:00 AM
From: Tenchusatsu  Read Replies (2) | Respond to of 93625
 
Eric, <I am not sure how this idea about Intel's ability to produce chips for less got started.>

Intel has the economics of volume on its side. AMD only has the advantage of coming from years and years of red ink, which would make any profit look like a substantial improvement.

<AMD is undervalued and a better investment than RMBS>

Depends on how you look at it. RMBS moves so wildly that a savvy, patient investor can get a much greater return from RMBS than from AMD.

Tenchusatsu



To: Eric K. who wrote (42401)5/17/2000 3:15:00 PM
From: Orion  Read Replies (1) | Respond to of 93625
 
Re:"I would point out that Jerry Sanders is the supreme marketer."

Are you talking about the Jerry Sanders that run a company which was, once more, listed in the highly selective Fortune's Worst Board Of Directors list a month or two ago ??

So he's a good marketer ?

Orion
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