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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 98.83+0.8%3:59 PM EST

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To: GVTucker who wrote (53835)9/18/2000 3:38:43 PM
From: Dave B  Read Replies (1) of 93625
 
GV,

One more thought on the NEC/Hitachi venture (I'm not trying to spin anything -- just providing a "warning").

The Japanese have not demonstrated a very strong will to resist paying licensing fees to Rambus. In the short-term, I wouldn't make any trading decisions on either expectation that the joint venture will or won't sign a license.

But I'm sure you know that <G>.

Dave
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