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

To: Scumbria who wrote (45059)	6/19/2000 1:25:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Scumbria, Most businessepeople are more pragmatic than the "anything-but-Intel/Rambus" crowd. I'm not sure why you are associating Intel and Rambus together. ?. Because most of the anything-but-Intel crowd have become anything-but-Rambus folks as well. But since they represent a tiny portion of the market, you're in a very small group of non-pragmatic types. If I'm missing a subtlety of your statemnt, I apologize. Why is Intel up $6 today? Do you think it has anything to do with announcing a bunch of SDRAM based products today? New product announcements often help stock prices. Updating the old 810 and 440 chipsets should be a positive for Intel. Again, no one's ever said RDRAM is going to be in the low-end systems by this Summer (though it's much closer than I had imagined we'd be). OTOH, it could be any number of reasons. Dave

To: Scumbria who wrote (45059)	6/19/2000 2:25:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

Scumbria, <Why is Intel up $6 today? Do you think it has anything to do with announcing a bunch of SDRAM based products today?> According to Yahoo!/Reuters, Intel is up due to the announcement of the Ireland fab expansion. Intel is also up due to positive comments from analysts Niles and Kumar: dailynews.yahoo.com Nowhere in that article were any new product announcements mentioned. Heck, even the hardware web sites like Tom's, Anand, and Sharky make very little mention of Intel's new 815 and 815E chipsets (although Tom did give us a sneak peek already). So although I think the 815 is long overdue, the news seems to be overshadowed by other things, especially that Toshiba thing. Tenchusatsu