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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: blake_paterson who wrote (45880)6/23/2000 12:41:00 PM
From: Rob S.  Read Replies (1) of 93625
 
I figured that was already factored into the price - or most of it. The reason I went long was because Hitachi agreed to pay a higher royalty for the license for mfg. of DDRAMs. That sends a clear signal to Micron and others who are hold outs and contenders with DDRAMs, the only viable alternative. I suspect that Rambus may have sweetened the deal with Hitachi to get the weighting of royalties toward the DDRAMs license - great strategic ploy.
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