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To: microhoogle! who wrote (107069)	8/12/2000 9:32:58 PM
From: Victor Lazlo	Respond to of 164684

Murali i have not followed rmbs closely but this kind of thing has come around before without much real effect on rmbs. Intel seems to be saying nothing has changed. I actually think it might be a good buy Tues or Wed if it doesn't tank too badly on this latest rumor. Overall I do think general expectations for Rambus pc mkt penetration are being lowered somewhat. And other uses for it may not contribute significant royalties for a while. But the US rollout of PS2 this October will help it imo. Victor