Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.35

+5.4%

Dec 19 3:59 PM EST

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To: Petz who wrote (58869)	10/26/2000 2:25:17 PM
From: Tenchusatsu	Read Replies (1) of 93625

Petz, <Rambus is the biggest failure of Y2000 and this stock is going to ZERO.> Biggest failure? Let's look at the bright side: - Sony Playstation 2 design win. Judging from the mindshare and the success of the original Playstation, it's safe to assume that PS2 will keep Sony on top for years to come. And RDRAM is inside that thing. - Most workstations these days sell with RDRAM. Some workstation apps really do need the bandwidth. - Pentium 4 will be RDRAM-only for a while. - And finally, there is a good chance that the legal battles will be resolved by settlement. My belief isn't that Rambus pulled a fast one on JEDEC (as the Ram-bears claim), but that JEDEC underestimated Rambus' IP and considered their patents too frivolous to hold up in court. In conclusion, if this stock is going to ZERO, I'd sure like to know when. It's probably not going to be in the next twelve months. Tenchusatsu

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