Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 107.10

+9.2%

Feb 6 9:30 AM EST

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To: Zeev Hed who wrote (15193)	2/6/1999 11:14:00 AM
From: sam	Read Replies (2) of 93625

I suspect that INTL will give us advance notice of the the next application they intend to employ to speed the next generation of chips. I also suspect that RMBS is working on those sorts of applications now. That some future applications may rely upon some of the many patents RMBS currently holds (just a guess, of course). And that when the time comes, RMBS will have plenty of cash to make purchases of innovative private companies involved in some of the newer technologies -- if called for. I'd think we'd need some seriously bad news to drop RMBS below 60 -- even if we have a major correction in the chip equipment arena. INTL would need to take a major hit. Now if we somehow find INTL in the 70s and AMAT back in the 20s, all bets are off. ;) FWIW, I would hesitate in comparing RMBS to companies such as CYMI. Not at all the same sort of company IMO. Nor the same sponsorship, profit model, or level of risk -- at current prices. All IMHO.

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