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

To: REH who wrote (6872)	9/2/1998 12:27:00 PM
From: jopawa	Read Replies (1) \| Respond to of 93625

REH, News biz.yahoo.com John

To: REH who wrote (6872)	9/2/1998 4:35:00 PM
From: Michel Bera	Read Replies (1) \| Respond to of 93625

REH, I agree with you, competition (very lightly regulated competition, allow me to be european, well, you got your FCC in the US too <g>) is healthy. I do not know how deep is INTC vision problem. I just feel that the market is moving away from the usual PC paradigm, that as in all those heavily competitive markets the shift will come from everywhere at the same time (check "punctuated equilibrium" on the Net and the latest Release 1.0 published by Esther Dyson), and RMBS has not hedged enough to me its strategy there. That is what to me is holding RMBS "down" until now. Just my too much esoteric two cents, MiB