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

To: James Fulop who wrote (13169)	1/13/1999 9:22:00 PM
From: PAinvestor	Respond to of 93625

I don't think Edelstone's statement is inaccurate. Intel is basically a chip maker (ie. they manufacture widgets). It is a different industry to the internet which is basically information management, advertising and media service all rolled into one (that may be simplistic, but you get my drift). It is a non-manufacturing industry. Rambus is merely a technological innovation that makes those widgets (that Intel makes) perform better. The dynamics of the manufacturing industry are far different than the dynamics of an industry that use its products are. I believe that is what Mr Edelstone was stating.

To: James Fulop who wrote (13169)	1/13/1999 9:26:00 PM
From: DownSouth	Respond to of 93625

"Rambus has about as much to do with the Internet as Intel (INTC:Nasdaq), so their thinking on this may be a little bit of a stretch." Strange? Wierd!! Stupid!! <edit> If he had said "e-commerce" rather than "the Internet", perhaps the statement would be less strange. It is like saying that shovels have about as much to do with the Gold rush as blue jeans.