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

To: multicollinearity who wrote (44025)	6/11/2000 12:54:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Multi, I went through the last 300 posts on the Intel board. Yes, there is a lot of criticism directed towards Rambus, but it appears to be mostly vented frustration due to the fact that the transition to Rambus technology has encountered a few speed bumps. This past week Intel killed an important product line, because the DRDRAM only interface made the product unprofitable. I'm not certain that this can be described as a "speedbump". It is more like a brick wall. Scumbria

To: multicollinearity who wrote (44025)	6/11/2000 12:49:00 PM
From: Dan3	Respond to of 93625

Re: Concerning the issue of Intel's stock performance for the next few months... Thanks for your reply. Intel has certainly been about as good a stock as exists for the past decade. I'm just not sure it's the same company that it once was. Lately, it reminds me a lot of General Motors when they had 65+% of the automobile market and it seemed like that would never go down. Then the bean counters took the primary decision making authority away from the engineers, and we all know what has happened since then. It looks to me like the same thing may have happened at Intel recently. But maybe that will all change very soon - and if Willamette and its chipsets are great products and they ramp smoothly and quickly, Intel will back on top once again. I'm with you on successful market timing being unlikely. When I called my broker to pick up a few Rambus puts he told me that Rambus's chart looks very strong right now and suggested that I wait (or not do it all), but I went ahead anyway. If I'm wrong, it won't be the first time. (or, I'm afraid, the last) I looked at some of the public areas on the link you suggested. I take it that Rambus is where Fred Hager has 95% of his IRA invested, and if that advertisement of his is accurate and complete then his track record is very good. I personally continue to think that Rambus, technically at least, is just a bad idea, but if they can win that lawsuit, it won't matter. Regards, Dan