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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST

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To: pompsander who wrote (68770)3/21/2001 8:57:35 PM
From: Jdaasoc  Read Replies (1) of 93625
 
pomp:
Rambus felt entitled to money for SDRAM back in 1992

It has been very clear if you listen to RMBS management that they have always felt that RDRAM was the best solution for high speed computing memory interconnects and Intel has never deviated from their full support for RMBS technology. So what if Intel pushed SDRAM as an interim memory solution until RDRAM was cost effective and told RMBS trust me everything will work out all right.

It is clear that in last week Micron has abandoned the JEDEC defense and is going to try to paint themselves as unwitting dupes of an Intel plot to control the memory market.

I predict settlement soon because the smell is growing stronger of possible impropriety on the MM's and Intel's side.

john
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