Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 104.71

+0.6%

3:59 PM EST

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To: richard surckla who wrote (48507)	7/31/2000 5:56:55 PM
From: multicollinearity	Read Replies (2) of 93625

<but the revenue from DDR will be lower than from RDRAM." > Richard: I was also baffled by that claim, because in all the releases concerning settlements to date, Rambus has stated that the royalty rate from DDR would be greater than from RDRAM. I believe Kumar has a history of being bearish on Rambus, and even Intel at times. I don't put any importance on Kumar's prognostications, but unfortunately I think a lot of investors do and consequently, he affected the share price negatively today. Also expected a Mitsubishi announcement today. I'll be surprised if it doesn't come this week. Incidently, I noted your statement about going 100% long on Rambus in your IRA. I have two IRAs, one of which is a Roth in which I went 100% long in Rambus last January 10. That account has more than quadrupled since, although I would not recommend this course of action for the faint of heart. Multico

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