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

To: MileHigh who wrote (8644)	10/16/1998 9:09:00 AM
From: jopawa	Read Replies (1) \| Respond to of 93625

Mile, The fear of missing it (bp) benefited everybody but me. The perils of trading this one. 08:47 [INTC,MU] INTEL SAYS TO GET STOCK RIGHTS FOR 6% STAKE IN MICRON TECH. 08:47 [INTC,MU] INTEL SAYS TO MAKE $500 MLN EQUITY INVESTMENT IN MICRON TECH. John

To: MileHigh who wrote (8644)	10/18/1998 2:40:00 AM
From: Alan Hume	Read Replies (1) \| Respond to of 93625

Hi Mile, this Sunday morning and I am scanning thru the last days postings. Being late answering is sometimes an advantage as events happen in between which make things clearer in retrospect. INTC buying a 5% chunk of MU didn't boost RMBS stock price at all. I think the the connection is too abstract, so that the average investor has not made the connection. However wht goes thru my mind is why did they do it in the first place?. INTC sets directions the PC roadmap, and components designers have to follow or die. There are many RMBS nay-sayers who claim that RMBS will fail becz no one will revenues long term. Maybe some truth in that too. For the money that INTC paid for the 5% of MU, they could have got about 35% of RMBS and shared in the revenues. Alan