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To: Thomas G. Busillo who wrote (40452)	10/29/1998 6:36:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 53903

Tom, Other than it's financial stake in RMBS, I'm still wondering what their thinking is in pushing this particular technology. Other than wanting faster systems, is there some strategic concern that makes victory here imperative for them? You are referring to the INTC warrants to purchase 1.0 million shares of RMBS @ $10.00? But I too wonder what INTC knows or is thinking.... Their support of RDRAM is scary. I read somewhere that it is their #2 strategic objective to accomplish going forward (No I did not make that up). If this is true, RMBS shareholders do not have much to worry about <gg> Regards, MileHigh

To: Thomas G. Busillo who wrote (40452)	10/29/1998 7:04:00 PM
From: DavidG	Read Replies (1) \| Respond to of 53903

Tom, IMO INTC benefits in many ways with Rambus. There MERCER chip, which uses RDRAM, puts INTC a generation ahead of their competition, NSM and AMD. The wide bandwidth bus will cause its competition to spend more money then they already have.They are struggling now by just trying to keep up with 100MHZ systems and even then they are not compatible with INTC b/c they are only using the obsolete socket 7. INTC knows very well how RAMBUS will squeeze the rest.<g> DavidG.