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

To: MulhollandDrive who wrote (2931)	2/4/1998 9:25:00 PM
From: Ibexx	Read Replies (3) \| Respond to of 93625

betty and Michel, I concur your thoughts. What the high techs would lose in Southeast Asia should be more than offset by gains in Europe. Ibexx

To: MulhollandDrive who wrote (2931)	2/5/1998 1:47:00 AM
From: Michel Bera	Respond to of 93625

Betty, <not entirely off-topic> Windows NT and VMS have 95% code in common, same visionary heading the coding team for both, etc. The set-top box and digital TV markets are so huge that I would not be surprised to see Win or Paq (drop the Tel) have from time to time some romance with "other people's designs", non-Intel based if you see what I mean, to put some pressure on Intel. About the same way we see Rambus designs being put in pressure by Intel "flirts" with Rambus competing solutions. Strangely, in this high-tech market, you have to suggest you might become a treator to get better deals... I think that it would be excellent for Rambus to have a real second large market opening, like in a go game, two "living eyes" connected to define a healthy territory. That is why I like RMBS deals with TI and Nintendo. A MOTC deal would be fabulous. RMBS : a very exciting company, indeed. Regards, MiB