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

To: JF Quinnelly who wrote (2453)	11/23/1997 11:13:00 AM
From: RetiredNow	Read Replies (3) \| Respond to of 93625

One small comment about the DRAM design engineer's highly technical analysis: Who cares if other Industry standards are free if Intel is going to use Rambus DRAM. Intel commands 60-70% market share. So if Intel uses a certain technology, IT BECOMES the de facto standard. From all the articles I've read, Intel is committed to integrating Rambus technology into their boards. Also, betting against Grove and Gates is a fool's bet. Now having said that, if the stock reaches 70 or so, it may be a good time to short it. No stock is worth that high of a PE. Any questions?