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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.16+0.4%9:39 AM EST
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To: unclewest who wrote (17516)3/21/1999 4:52:00 PM
From: Alan Hume  Read Replies (1) of 93625
 
Uncle,

"every day or two, another major international corporation
announces a new product to use rambus rdram, or to use rambus
technology, or to facilitate rambus rdram production, or to produce rambus rdram, or to produce rambus rdram peripherals, or to
construct rambus rdram production facilities.

are you suggesting that this is a big hoax? are you suggesting that the 15 or 16 dram manufacturers have been duped because rdram
doesn't work? does anyone believe that the $1 billion investment in rdram announced the other day by sony and toshiba is a big
mistake? do you want us to believe that the $1 billion investment in micron and the $100 million investment in samsung, in the past
month or two, by intel for rambus rdram production is an error?
there are approx 75 major corporations working on getting rambus
rdram on the street this year. are they all wrong? "

Of course it is not a hoax, but let me ask you a question: Have you ever purhased a brand new house that was not yet built? If you have, you are putting your faith in the architects plans and in his ability to convert these plans into bricks and mortar.

Right now it is the same with RMBS. All we actually have is the architect's sketch and a lot of faith

Alan
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