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To: bonnuss_in_austin who wrote (26581)	7/25/2000 6:35:33 PM
From: Clappy	Read Replies (2) \| Respond to of 35685

Sure doesn't look very good. I'll be looking for a nice drop to buy into them. There's a huge gap in the 60's. This bad news will only last a short time. Eventually there will be something to get everyone all revved up again. -- EDIT: This news came out earlier today. Why no reaction?

To: bonnuss_in_austin who wrote (26581)	7/25/2000 7:16:09 PM
From: CAtechTrader	Read Replies (1) \| Respond to of 35685

Rambus down 4 1/2 afterhours on the news bonnuss

To: bonnuss_in_austin who wrote (26581)	7/25/2000 7:42:26 PM
From: Voltaire	Respond to of 35685

Hi Bone-uss, sort of like WCDMA and the Q. Will affect RMBS tomorrow and then go by the wayside like the rest of the FUD. They stated in their CC that this was a big possibility. Following from YAHOO, 1. Nobody who has a clue is going to buy a Pentium 4 with SDRAM 2. Rambus will collect royalties on SDRAM 3. Intel's announcement said that they expected SDRAM to be around "until the end of 2001". Interpretation - RDRAM will dominate the market by the end of 2001 4. Samsung has made a commitment to bring RDRAM prices down to within 5% of SDRAM prices by the end of next year All in all - this announcement is no big deal for Rambus. Now, for Intel, it means that they're devoting resources to a dead end product so I agree with a previous poster that it's just a ploy to keep Via off balance. V