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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 103.53+4.8%1:29 PM EST
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To: JD_Canuck who wrote (81411)3/6/2002 4:41:09 PM
From: Skeeter Bug  Read Replies (2) of 93625
 
>>What i see is a huge level of anger against RMBS from within the industry...and i still can't see the basis for it.<<

jd, look at it this way. the dramuari have seen billions dissipate in the last 5 years. heck, micron has lived off inestors for half a decade now.

now, rmbs gives intel the *sell* and gives them a nice bribe (lots of options). intel bites. intel throws around cash in order to get others into rdram.

when this sceme doesn't work, rdram then says they own the patents to sdram and ddr and all the dramuari must pay up whether they go rdram or not. now, IF you are bleeding cash and someone tries to steal from YOU, are you likely to appreciate them? or would you intenselt dislike them.

what about after they dragged you to court for their false claims? would you begin to appreciate their *contributions*? ;-)

they got convected of fraud. their scheme failed. intel got CRUSHED in the chipset market b/c rambus sold them so much sh** as fertilizer. now intel pays them $10 mil/q... for what? to get out of a stupid agreement they made? yup. intel was dumb b/c they should have had contractual obligations w/ rambus that rescinded the agreement IF rmbs didn't produce. live and learn.

now rmbs wants money losing, billion dollar in debt companies to spend marginal billions to convert to rdram?

not likely, imho...
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