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

To: unclewest who wrote (19780)	5/9/1999 3:01:00 PM
From: Richard Habib	Read Replies (3) \| Respond to of 93625

Unclewest, I've read it more than twice and my opinion of it remains similar to Milehigh. Just for context, I made a decent amount of money trading Rambus last year and I've followed Rambus for quite some time. Your obviously a buy and hold guy and I'm obviously a trader (options) so our timelines are completely different. All that said, having followed Rambus for a while, I think it's difficult not to come to the conclusion that the changes in the PC market since the beginning of the Rambus/Intel story combined with the engineering difficulties have altered the Intel/Rambus relationship somewhat. Rambus may still have a bright future. My problem is finding the proper entry point. This has always been one of the better threads so I value the opinions. Rich

To: unclewest who wrote (19780)	5/9/1999 4:57:00 PM
From: TST	Read Replies (1) \| Respond to of 93625

Unclewest: I have seen a great deal of tech. discussion, but it might be worth noting that Rambus' Chairman is Mr. Davidow who was instrumental in leading Intel away from the memory business & into the microprocessor business. Now, he is Chairman of a Company ( Rambus ) who is soon to be instrumental in leading the way into a successful memory solution brought about by the giant leaps of microprocessor power wherein memory has not keep up thus creating a bottleneck memory problem which Intel & others are counting on Rambus to largely solve. I've seen much comment on Tate and Harmon but virtually none re: Mr. Davidow. Davidow was considered the microprocessor marketing guru for Intel & his relationship to Rambus could be extremely important in many ways.