Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-1.4%

Dec 1 3:59 PM EST

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To: jim kelley who wrote (49928)	8/15/2000 9:30:25 PM
From: Bilow	Read Replies (1) of 93625

Hi jim kelley; Re "Do you think every company that signs the Rambus license agreements is quitting the business?" If by "Rambus license agreements", you mean the SDRAM royalty agreements, then yes, it looks that way so far. DRAM has not been a highly profitable business for some time now. This summer things may turn around, but the companies that failed to invest in new technology (like OKI) have exited the business through the slow process of obsolescence. -- Carl

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