Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.18

-4.3%

3:59 PM EST

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To: Bilow who wrote (51163)	8/25/2000 2:29:36 PM
From: Barry Grossman	Read Replies (2) of 93625

If I were a long term share holder, I'd be pretty pissed at how poorly Rambus took advantage of their SDRAM design efforts. I first put my money on RMBS mid June 1998. I guess that makes me a long term holder but from my perspective, two years is still short term. Needless to say, my initial cost of about 10 compares quite well with RMBS @ 86-87 RT now. Even though my avg cost is now about 15, I'm certainly NOT pissed at Rambus management. Quite the contrary. IMO, negotiations are going quite well. News is out that they are real. Details are SECRET, as they should be. The clock is ticking and the Dramurai customers are wondering how they are going to be effected. Best solution that I can see for the whole industry is a mass settlement with Rambus on an agreed upon fair royalty rate. As Rambus has said, QUITE LOUDLY I THOUGHT, those who cause Rambus to have to take legal action and ultimately lose the lawsuit, will not necessarily be granted a license. That might be a bet the company decision for those recalcitrants. This is a huge warning and I'm certain that it will be a major factor in influencing them to settle instead of litigate.

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