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

To: Barry Grossman who wrote (59152)	10/29/2000 6:56:15 PM
From: Jim McMannis	Respond to of 93625

Barry, RE:"Rambus FUD already hurt INTC price. I'd say that whatever effect you are talking about has already been priced in." I was going to say that too but it's nearly impossible to say how much with general market conditions being so poor. Remember that Intel did manage to hang on to it's stock price until it warned far longer than most. If anything I'd say the Rambus (negative) effect has been wearing off for a months now that Intel "appears" to be aimng at other DRAM alternative chipsets for P4. RE:"The P4 ramp from December on may change some of those views. Strong demand has a way of doing that." Again, I can only speculate but I would say the imminent release of P4, the moving away from Rambus down the line and Intels previously good reputation is helping strengthen the stock as well as a technical rebound from oversold conditions. Baring a complete flop by P4, I would expect Intel to rebound better than a lot of other tech stocks and at least be in the 50's by year end. Although I do expect a little dip on the release of P4. RE:"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." Addressed above. Disclaimer. Intel long. Rambus no position. Maybe later as it could be a great short on rallies... Jim