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

To: Jim McMannis who wrote (59126)	10/29/2000 3:23:48 PM
From: jim kelley	Respond to of 93625

Engel is mistaken. Intel's main problem this year was lack of adequate production capacity. It is interesting how he shifts the blame to a small company. Perhaps, this is an effective personal survival technique in a large corporation when things go wrong. RAMBUS is not hurting Intel's bottom line. Intel's bottom line is enormous. I expect the P4 + RDRAM to be a huge success. However, the 820 launch fiasco set Intel back and may have cost it those 4M share warrants from Rambus. The launch fiasco was largely a failure of product management and product marketing. I do not see this happening with the P4 which has been under test since before Februrary.

To: Jim McMannis who wrote (59126)	10/29/2000 4:10:36 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 93625

Jim, How can you imply that Rambus has contributed to a lowering of Intel's margin when Intel's margins are now above 60%? It was only a few years ago that those margins were 55%. Also, revenues and profits are also at record levels. Speaking as an Intel stockholder, I think that you should not be complaining about those numbers. For the record, I am one INTC owner who is not down on Rambus. The guys that seem to be the ones that are, also are the ones who never bought any RMBS two years ago like I did. They've always had their doubts. I expect that the next two years of P4 taking over the desktop will assuage those doubts. Cest' la vie. Barry