Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.16

+3.0%

2:33 PM EST

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To: Jim McMannis who wrote (57218)	10/9/2000 6:57:22 PM
From: sylvester80	Read Replies (3) of 93625

Jim, I don't think I labeled you. If the stock follows the Cisco trajectory by buying up new markets and ending up with a 14,000% increase, in hind sight anyone would look dumb (I still wish I had those Cisco shares 5 years ago - I did get back in it but 2 years later and a few 1000% percent higher :-( And that will make anyone look dumb) On the issue of business. Business is war as you know. Rambus is the first of many companies to follow that is 100% an IP company. The Rambus model will be the one that is copied (already is) going forward. Infineon has already woken up to it and they are setting up a separate IP company. QCOM the same. Ramtron, Mosaid Tech etc... etc... Rambus has been the first in this space and will always be one of the biggest and most successful going forward. But that model will be accepted and will be copied by many others. Including all the MMs. Infineon is just the first one. Talk is that Samsung, NEC and Hyundai are also on that track. IMO, you can kiss JEDEC goodbye.

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