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

To: Jim McMannis who wrote (58098)	10/19/2000 12:30:24 AM
From: mishedlo	Respond to of 93625

<<they will have to divorce Rambus (or at least appear to)>> Appear is the key - wish I really knew. Flat on the BU$$ now. Sold all my options on the breach of 75, 1/2 before that in the 80's. Last buy at 61 last sale at 66. Missed this AM's swoon as I respected Zeev's view that a breach of 74 was serious business. Judging from CREE that also had good earnings, I would not be surprised to see the BU$$ at 40 (or 70 for that matter) by the end of tommorrow. Will play it by ear.

To: Jim McMannis who wrote (58098)	10/19/2000 1:38:25 AM
From: 44magnumpower	Read Replies (1) \| Respond to of 93625

<font color=red>INTEL CEO says RAMBUS A HUGE MISTAKE!!! good thing we shorted at $84.00 lololol! Thanks to Chris for sending word of this article from The Register. The article deals with a recent interview with Intel CEO Craig Barrett, published by The Financial Times. In the interview, Barrett admits his company's alliance with Rambus has turned out to be a mistake, while he also frowned on Rambus' recent legal action against many members of the DRAM industry: In an interview published in The Financial Times, Barrett admitted: "We made a big bet on Rambus and it did not work out." He said that it had been a mistake to rely on another company for technology that "gates your performance". In the interview he also slams Rambus's policy of suing its competitors. "We hoped we were partners with a company that would concentrate on technology rather than seeking to collect a toll from other companies."