Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.70

-3.8%

Nov 18 3:59 PM EST

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To: Steve Lee who wrote (45350)	6/21/2000 6:06:00 PM
From: Rob S.	Read Replies (1) of 93625

Rambus has one thing really going for it: it is a darling of investors. I don't know how anyone can make the hypothesis that RMBS will get paid a 1% or 1.5% royalty on all DRAM manufacture. Correct me if I'm wrong, but the memory suppliers who have signed on to licensing agreements have agreed to pay royalties on RMBS memories and not on DRAMS or DDRAMs. And while some recent agreements are very positive, RMBS has not signed up all DRAM suppliers and some of those that they have agreements with continue to fight them regarding patent claim coverage for "standard" memory architectures. As long as the stock has upward momentum I would consider it a buy. From a fundamental perspective, I can't see how anyone can argue that the stock has much upward potential left to compensate for the risk involved in owning it without keeping their finger on the sell button.

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