Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 97.02

-0.5%

Jan 6 3:59 PM EST

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To: FJB who wrote (45648)	6/22/2000 8:44:00 PM
From: john dodson	Read Replies (2) of 93625

Adding on to the MU cc comments, I just saw Dan Niles on Digital Jam about a half hour ago. When asked about RMBS, he was clearly indifferent and condescending. I'm paraphrasing here, but he said stuff like: -Compared RMBS to internet stocks. "They issue a press release, and the stock soars". Clearly the implication is that there is no reason for the move up. -Quoted the MU cc where they said they see no significant demand for Rambus. RMBS has yet to prove itself. -Said something like "it's one thing to sign up the small players like Toshiba and Hitachi", but the big players like Micron and (1 or 2 others) have yet to sign. Then he said something that implied that they believe they'll never pay RMBS royalties for anything. I took it as a minimization of both recent RMBS developments (Toshiba & Hitachi) as well as RMBS' potential. This guy clearly doesn't think much of RMBS as a company or a stock. -John

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