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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: lindelgs who wrote (11065)11/2/2000 8:21:30 AM
From: lindelgs  Read Replies (1) of 65232
 
COMMENT FROM RMBS THREAD:
To: NightOwl who wrote (59826)
From: capt rocky 1 Thursday, Nov 2, 2000 7:43 AM ET
Reply # of 59842

nite, about 6 months ago i posted that if samsung would hurry up and settle they could, because of the vol. of their production and lead in rdram , rule the dram world. well, better late then never. they will rule big time and be able to set prices. the pressure they will put on mu is going to be tremendous. if rmbs sues end users for use of unauthorized sdram and ddr , which rmbs holds the patents on, samsung will rule the roost. ( if you were a oem and needed sdram or ddr, would you buy from an authorized source or risk a law suit from the patent holder)?( i think the hitachi sega settlement resulted from that threat).this settlement is the biggest rmbs news in a year. the only reason the stock didn't pop yesterday was general weakness in the nas. and wcoms hit. we should have a run today. btw 52 is a paper tiger. we could take 52 out on the open and never look back. the prospects for rmbs have NEVER looked better. just my opinion but i feel real good about this. rocky
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