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


To: capt rocky who wrote (14108)1/23/1999 12:42:00 PM
From: Sam P.  Respond to of 93625
 
capt rocky-
I think you know my position(unrepentant bull),bought at first opportunity May '97 and held and built a position since.My moneys on Intels vision and ability to realize that vision.Everything appears to be materializing according to Intels timetable.New capital infusions insure the availability,and will require the industry to capitulate to the Rambus royalty.Ibm has a severe case of sour grapes and is not controlling the ball anymore(mile).The force of Intels committment and the proximity of the camino transiton makes me confident in my investment strategy.But hey I could be wrong<gg>