Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 233.54

-1.8%

Nov 7 9:30 AM EST

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To: Scot who wrote (4083)	8/9/2000 10:51:35 AM
From: Charles R	Read Replies (2) of 275872

Scot, <Don't bury Rambus just yet > The article is balanced but may be coming a bit late. That RMBS hasn't gotten a settlement from Samsung or Micron or Intel so far is not good news. I still have some RMBS because I was selling calls instead of selling it outright when in was above 100. There is still some hope for settlements but I have a feeling RMBS hand is getting weaker by the day. I expect AMD and Intel to go with built-in Northbridge with DDR controllers for next generation products and I don't think these folks are interested in paying anything to Rambus if they can help it. Sub 1% licensing is more of a possibility but that would seriously diminish the value of RMBS IP and hence RMBS valuation. Chuck

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