Rambus (RMBS) - Eagle or Penguin Message Board

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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: richard surckla who wrote (53119)	9/12/2000 10:13:41 PM
From: Bilow	Read Replies (3) of 93625

Hi richard surckla; Actually, I was looking through the old posts to see where it was that I stated that the significant players to sign were Micron, Infineon, and Hyundai. That was before the recent lawsuits. Those are the companies that are significant in DDR, and intend on remaining in the memory market in the future. Signing AMD, Intel or VIA to pay royalties on SDRAM would also be significant, in my view. But NEC just isn't that big of a player. On the other hand, NEC is a much better target than OKI. The OKI news was a joke, and barely moved the stock price. NEC could be good for $20. -- Carl P.S. I still haven't found that post yet, but I did find this one. Remember it? #reply-14169479

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