Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 103.26

+4.5%

1:53 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: multicollinearity who wrote (48304)	7/29/2000 11:16:37 PM
From: Bilow	Read Replies (2) of 93625

Hi multicollinearity; Didn't mean to suggest that Mitsubishi were leaving the memory industry, just that there have been some talk about them going out. My favorite search engine is out of sorts today, and my backup gives matches without regard to date. Consequently, it is a little painful to find recent articles. But Mitsubishi is a small time player. Right now, we're just second hand speculating that they have an agreements in the works with Rambus, so I really see no need to pursue the issue further. (Of course, I am a bit argumentative...) There are plenty of small time or ex DRAM players out there, why is Rambus working so hard on signing up the companies that are going to provide almost no revenues? Why not go after the big guys? Why bother inking a deal with Hitachi that only lasts six months? What is going on here? I think the royalties on DDR and SDRAM are Rambus' only hope for the future. If they can get a couple percent from everybody in the industry the stock will look like quite the bargain at the current price. Where are the agreements with the big guys, both memory and chipset makers? -- Carl

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next