Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 9:30 AM EST

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To: pompsander who wrote (22515)	6/14/1999 6:34:00 PM
From: jttmab	Read Replies (1) of 93625

Rumor creation...How about...Micron has set up a number of shell companies that are in the process of accumulating shares of RAMBUS. By setting up the shells Micron avoids having to report to the SEC when it acquires a significant interest. Strategically, Micron plans to continue to accumulate and let RAMBUS become the standard and then "acquire" the shells in 2Q or 3Q of 2000 (depending on how rapid the adoption RAMBUS is). Then as the terms of licenses to other producers expire, Micron does not renew licenses (or charges excessive license fees) and shuts the Asian producers effectively out of business. Your turn, Jim

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