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

To: Jim McMannis who wrote (59149)	10/29/2000 6:24:19 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 93625

Jim, Rambus FUD already hurt INTC price. I'd say that whatever effect you are talking about has already been priced in. The P4 ramp from December on may change some of those views. Strong demand has a way of doing that. Could some of INTC's recent move from 35 to 46 been from anticipation of that? It doesn't appear to be caused by a fear of failure, but rather, the lack of fear. Barry disclosure - very long INTC & RMBS