Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: blake_paterson who wrote (57527)	10/12/2000 11:57:26 PM
From: jim kelley	Read Replies (2) of 93625

Blake, I have had discussions with associates about the underlying purpose of the anti rambus campaign. The tactics of follower companies must be to delay where possible the introduction of leadership products. I believe the tactic is very old. There is another variation of this tactic practiced by large companies against smaller more innovative companies. Companies in Silicon valley frequently try to stifle new innovation from smaller companies by tying their product up with bad faith exclusive distribution contracts. There are many weapons to chose from but the underlying tactic is the same. Companies like AMD and MU simply do not have the resources to maintain their production facilities at state of the art levels. This is why we see the huge amount of anti rambus propaganda. MU could end up on the auction block if they fail to pull this DDR scam off. AMD has already been taken out to the woodshed because its "delay" advantage with respect to Intel will be gone next year. These tactics would have been less effective if Intel had not made many slips over the last year.

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