Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.59

-2.9%

2:11 PM EST

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To: sam who wrote (20647)	5/22/1999 5:30:00 PM
From: unclewest	Read Replies (2) of 93625

sam, you make some good points. i agree rmbs and dell are not a good comparison. i see other reasons in addition to yours. dell is a computer brand name. they have a lot of competition. rambus is a revolutionary computer enhancement. they have no competition. rmbs imo is very well patent protected. the 70 odd tech companies who have purchased rdram licenses and agreed to pay royalties are the best proof of that. dell has no such protection. dell has made a lot of money. they use it to build more production. rambus banks the money they make now. as revenues ramp up, rmbs expenses will stay fairly flat. rmbs does not have to expand or build anything to increase cash flow. the memory industry is doing it all. rambus is going to be a cash hog. i often wonder what are they going to do with the money? maybe rambus will buy dell if ibm doesn't. maybe rambus will buy them both. unclewest ok don, your turn.

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