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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST

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To: pompsander who wrote (47582)7/20/2000 2:50:58 AM
From: Barry Grossman  Read Replies (1) of 93625
 
pomp,

First, it's nice to see you back.

Second, tell me who took care of pomp.

Third, the post Blake pointed to was just my highlight in the Intel cc.

Thought you'd also like this one.

In the Rambus cc Tate said, "The third way Rambus will win [1st way is increased demand for RDRAM, 2nd way is reduction in cost of RDRAM] is with our IP. We have 85 US patents. We believe that ANY high speed DRAM WILL INFRINGE on MANY of our patents."

But I highly recommend listening to the entire cc to hear Tate's confidence for yourself.

Otellini in the Intel cc is also worth hearing - and listen to the q&a.

Barry
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