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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 103.59+4.8%1:13 PM EST

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To: blake_paterson who wrote (60232)11/5/2000 10:39:21 AM
From: blake_paterson  Read Replies (1) of 93625
 
with guys like this, who needs analysts?

netcog.com

"The stock has gone from 120 to 40-something over the last year"

duhhh...we were trading in the 12-20 range a year ago

"Doesn't view the Samsung deal as all that big"

no response to that drivel is required..

"They may have struck a deal with Samsung, but we have no idea what % of royalties they are paying"

rambus.com

"...Under the licensing agreement, the royalty rates for DDR SDRAM and the controllers which directly interface with DDR SDRAM are greater than the RDRAM compatible rates. The agreement also includes royalties for SDRAM and for controllers that directly interface with SDRAM, as well as a license fee for the entire agreement..."

If you can't do the due diligence (required of your job), then try reading the papers and PR's, Dan!

BP
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