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

To: Earlie who wrote (57124)	10/9/2000 10:32:17 AM
From: Daniel Schuh	Read Replies (1) \| Respond to of 93625

Earlie, a little article you might enjoy: Signs of Market Saturation in PC World nytimes.com Or maybe we should call you Early?<g>. Free registration required, I posted an excerpt elsewhere. Cheers, Dan.

To: Earlie who wrote (57124)	10/9/2000 10:43:31 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

No disagreement at all about the good work AMD has pulled. Few months back, when AMD first breached the $45 area, I suggested then to another cyberfriend short the stock to reverse position and fast (I believe he did), but right now, all this glory is "yesterglory" and the market is asking what do you have next for us. The answer seems to be "not much". By the way, I just went long on RMBS at $75.5, hoping beyond reason that $75 will hold, if it does not, I lick my wounds and wait to see how the $62/$64 area holds. You might be right after all (vbg). Zeev

To: Earlie who wrote (57124)	10/9/2000 11:13:56 AM
From: Steve Lee	Read Replies (1) \| Respond to of 93625

"surely you would agree that what AMD has pulled off is nothing short of amazing" Considering that a) INTC created and promoted the market for their products to the point that it was so successful they couldn't supply all the demand themselves b) The US govt gave AMD the right to make x86 chips even though their licence from intel had expired c) INTC allowed AMD to exist so as not to come under the kind of anti trust fire that MSFT has suffered from the answer has to be no