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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.08-0.4%Dec 26 3:59 PM EST

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To: Barry Grossman who wrote (61296)11/15/2000 5:03:57 PM
From: Glenda King  Read Replies (1) of 93625
 
Barry,

<<I would add that Intel will also probably have to pay royalties on DDR too - higher royalties>>

I agree with you on this...IMO this is what brought about
the toll booth remark.

May also be the reason that Edelstone cut Intc while keeping a strong buy on Rmbs.

I think I remember that Intc has to have 20% Rambus for two
quarters in order to qualify for the warrants. I also think
the date was extended from 12/31/00. Somebody please correct
me if I'm wrong.

Glenda
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