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To: Libbyt who wrote (1179)8/12/2000 9:29:12 PM
From: Victor Lazlo  Read Replies (1) | Respond to of 57684
 
Libby i have not owned rambus for a while, and have not followed it closely but apparently there is some potential bad news afoot Intel's plans for their chips but this kind of thing has come around before without much real affect on rmbs. Intel seems to be saying nothing has changed.

It might be a good buy Tues or Wed if it doesn't tank too badly on this latest rumor. How's that for a firm answer? <g>

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.
Victor