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

To: Don Green who wrote (73018)	5/16/2001 11:08:43 AM
From: Don Green	Read Replies (1) \| Respond to of 93625

Rambus-Compaq fates intertwined Forget this PC stuff for a sec, OK? By Mike Magee, 16 May 2001 07.50 BST WHILE THE RAMBUS share price stands at just over $11 following the recent law case between it and Infineon, we should not forget the importance of this bus ticket to one company, at least. Compaq, which despite its acquisition of Tandem and Digital is still thought of by many as a PC company, has a successful family of high end servers based on Alpha technology. And the future plans for those involve the use of Rambus technology, which the Big Q considered to be the "bee's knees" for the type of architecture it will implement in the future. According to one insider intimate with Compaq's plans, if things get any worse for Rambus, knees will be trembling in Houston but the quivers will not be those of pleasure but of fear. The future Alpha technology relies on the Rambus ticket so much that the Big Q would have to redesign everything from scratch, he added. So RMBST investors, here's an irony. The clone PC company you'd least expect to support your firm is holding its breath for the future. µ 213.219.40.69