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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (111682)5/20/2000 7:43:00 PM
From: 5dave22  Read Replies (1) of 1572362
 
Chuck <P.S.: In the interest of disclosure, I am RMBS long. I hold a tiny bit of RMBS but the only reason for that is to help me keep track of potential legal issues. If RMBS establishes that no DDR or PC133 technology can ship without RMBS IP, this stock can still go places.>

But in the meantime, there is no way Rambus deserves a $4 billion market cap. If Intel does switch to DDR, the stock will dive (RMBS). I might pick some up at about 1/3 of the current share price - just for speculation (after a 4-for-1 split, that would be $15).

Will this delay Willy?

Dave
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