Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 125.92

+14.4%

Jan 21 3:59 PM EST

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To: MulhollandDrive who wrote (3825)	4/17/1998 8:34:00 AM
From: Shibumi	Read Replies (1) of 93625

>>I'm curious as to what kind of time period you have established for your RMBS holding, if any.<< I will hold Rambus until the fundamental story changes. The types of events which could cause me to sell Rambus: o A viable technical alternative is developed for the microprocessor/DRAM bandwidth gap. This alternative would have to be not just a patch but a technology which is scaleable upwards (necessary due to processors being ruled by Moore's Law). o Rambus lowers their royalties below 0.5% (from 1.5% today) without showing a plan on exploiting the embedded market (i.e., have correspondingly higher revenues to compensate for the decrease in margins). o At some point before the year 2003-2005, I believe that Rambus will have to develop a strategy associated with "smart memory" -- embedded processing on the memory device. In that time frame, if I don't see anything to push them to the next level past their strategies today, I would consider selling. Of course, that's an extremely long time from now in this industry...

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