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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 106.93+2.1%3:59 PM EST

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To: jmac who wrote (33359)10/29/1999 5:53:00 PM
From: John Walliker  Read Replies (1) of 93625
 
jmac,

To understand the problem is to understand the possibility and kind of solution. This is the vast majority of Rambus' future. A discussion regarding this should be had. But, I agree with you. Companies like intel don't have to and probably won't. That doesn't mean the questions whould not be asked.

I do totally agree with you. This is why I put a lot of effort into trying to understand any technical weaknesses in what Rambus is doing. If I can see what has gone wrong and be convinced that any solution is a real one rather than papering over the cracks it will make a big difference to my future investment plans.

John
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