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To: stribe30 who wrote (16879)10/31/2000 9:16:10 AM
From: NazbusterRespond to of 275872
 
CNBC reported the story posted here yesterday. RMBS dropped all the way to 39 then bounced to mid 40's.. now trading 43 1/2.



To: stribe30 who wrote (16879)10/31/2000 9:22:40 AM
From: crazyoldmanRead Replies (1) | Respond to of 275872
 
Scott, about CNBC, I can confirm that. Maria started reporting that bit of info around 8:00 A.M. CST. She said she had calls into Rambus and EBN to confirm the story and at that time Rambus was down about $10.00.

Kindest regards,
CrazyMan



To: stribe30 who wrote (16879)10/31/2000 12:36:42 PM
From: AK2004Read Replies (2) | Respond to of 275872
 
Stribe - ML think so
Regards
-Albert

12:18pm EST 31-Oct-00 Merrill Lynch (Investor Support) AMCALL INTC SUMMARY
RESEARCH SUMMARIES:Intra-Day Special Call; INTC

ML++ML++ML Merrill Lynch Global Securities Research ML++ML++ML
RESEARCH SUMMARIES
Intra-Day Special Call; INTC
Investor Support
Intel (INTC, $46.38, B-2-2-7)
00E $1.69; 01E $1.64

o There are unconfirmed reports that Intel has removed Rambus from part of
its future memory roadmap.

o We believe that Intel will be memory agnostic. Rambus will be in some
boxes but Intel is going to embrace double data rate memory, synchronous memory
and next generation memory being developed by an industry consortium.

o We also believe that moving away from Rambus is good news for Intel. The
company has had concerns about the impact that Rambus availability would have
on the ramp for P4. We believe, in the future, that royalty based memory
models are not going to work.

(J. Osha)