Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.42

+0.9%

3:59 PM EST

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To: Ian Anderson who wrote (40316)	4/19/2000 4:22:00 PM
From: Bilow	Read Replies (2) of 93625

Hi Ian Anderson; Re Semico; Semico is a real electronics research company. They make predictions in all kinds of areas. Unlike dramreview, they are not just a single recent marketing employee of Rambus. If you want their full opinions, you will have to pay for them, they do not give it out for free. That is where their source of money is, they get it by being right often enough that people pay them money for their information (not their stock): semico.com Here's them commenting on the transition from EDO to SDRAM, for instance, from way back in 1996: techweb.com Here's the earliest link I could find on them in EE-Times, talking about Intel processors, from 1995: techweb.com By contrast, dramreview dates to February. But in the RMBS fantasy world, Semico is biased, because they are not up to their ears in RMBS stock. Plus, they probably have too many close connections to industry, certainly industry is unable to know what is best for it. -- Carl

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