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

To: mishedlo who wrote (58666)	10/24/2000 12:16:45 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi mishedlo; Re your "It appears"... (1,2,7) It's Intel's fault that they signed a stupid agreement with Rambus. I don't know what that has to do with the Rambus business model. I would guess that Rambus talked a good talk, rather than telling the truth to Intel. (3) Are you suggesting that the P4 ramp is going to be held up by insufficient RDRAM supplies? If so, good for you, that's what all the rational industry observers are saying too. (4) Re Intel's losing their warrants. What a joke on Intel. LOL!!! I agree completely. (5) Re Intel's judgement in selecting business partners. LOL!!! I agree completely. (6) What Intel should have done was to have a back up plan that involved DDR and SDRAM. -- Carl