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

To: Don Green who wrote (50953)	8/23/2000 6:28:29 PM
From: Zeev Hed	Respond to of 93625

Yes, Don, but I have posted these tenets many times, and I do not have the time nor inclination to repeat these, Carl never brings up an alternative potential INTC strategy except RDRAM is "dead, dead, dead...". Right now according to Barrett, there may emerge a new strategy, lower RDRAM's cost, or else... I think that Samsung will comply, it has almost a year advantage over the competition in this space, and thus their costs have gone down the learning curve much more than the competition, they can know create a pricing umbrella too small, but for the deepest pocket competitors, to get under it. Zeev