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

To: blake_paterson who wrote (58410)	10/21/2000 12:55:43 PM
From: richard surckla	Read Replies (1) \| Respond to of 93625

Thanks to kerry_lass from YAHOO... researchlink.corp.msdw.com

To: blake_paterson who wrote (58410)	10/21/2000 2:07:32 PM
From: Mohamed Saba	Respond to of 93625

Blake, Intel's real big mistake is We all know that Intel gave (invested) $500M to Micron for the explicit purpose of helping them make RDRAM's. It now appears, however, that they only had a gentlemanly handshake promise from Micron to support and produce RDRAM. When Micron reneged, Intel had no recourse other than selling their Micron shares. Lucky for Intel, they made a handsome profit on their "investment". But they really DID NOT accomplish their strategic objective. The same Barret that made the recent remarks about Rambus, said on CNBC a few (several?) weeks ago that their investment in Micron is no longer "strategic" because Micron did not support RDRAM. I personally doubt that Barret thinks Rambus should just let others use its IP freely. JMHO. Mohamed