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

To: Barry Grossman who wrote (59142)	10/29/2000 5:38:31 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 93625

RE:"How can you imply that Rambus has contributed to a lowering of Intel's margin when Intel's margins are now above 60%?" I'm not. I'm implying that IF Rambus' association with Intel is perceived to be hurting Intels bottom line, going forward...it may hurt the stock. Same goes for market share going forward. Intel may yet escape Rambus without major financial damage but has suffered a credibility problem... At any rate, some Intel shareholders are willing to spread some blame to Rambus...right now. Jim