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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.26+3.1%Nov 14 9:30 AM EST
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To: Bilow who wrote (51150)8/25/2000 8:29:33 AM
From: GVTucker  Read Replies (3) of 93625
 
Bilow, take that SDRAM royalty thing one step further.

One thing most of the bulls and bears on RMBS will agree on is that SDRAM will likely fade away over the next few years. We are probably hitting a peak this year in terms of SDRAM revenues. By RMBS ignoring a majority of the revenues associated with SDRAM, they are basically rendering those patents worthless. And given that they are no where near coming to terms with the major SDRAM producers, that is indeed what has happened.
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