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

To: Scott D. who wrote (2891)	2/1/1998 4:15:00 AM
From: Michel Bera	Respond to of 93625

Scott, Well, this definitely puts pressure on RMBS from INTC. But again, I do not think that INTC has time to change its design when other companies such as Motorola and Sun knock at the door with their own designs for low-end PCs and set-top boxes at 1998 yearend. I am surprised to see a consortium move faster than a single company. Usually consortium members fight each other as much (at least) as they fight consortium competition. I learned this from PCs hardware and software consortiums (OSF, ACE, etc. ). Netscape was marginalized (Macintoshized, I would coin) by Microsoft, not by a consortium. Just my two cents. Regards, MiB