Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.1%

3:59 PM EST

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To: Don Green who wrote (21537)	6/2/1999 10:42:00 PM
From: Don Lloyd	Read Replies (1) of 93625

Don - (...For the record: Electronic News stands by its story that IBM will use PC 133 SDRAM instead of Rambus DRAMs for its next generation of PCs and that IBM is negotiating to sell its brand new Rambus testing equipment and related intellectual property to Taiwan's nan ya corp. EN also stands by its on the record analyst viewpoints that the moves by IBM indicate weakening in its support for Rambus...) The part about 'Rambus testing equipment' is ambiguous without knowing more facts. Interpretation 1. - IBM is fed up with Rambus and is cutting its losses by selling its expensive and now unneeded surplus Rambus test equipment to a Taiwanese company. Interpretation 2. - IBM has developed both proprietary test equipment and software to develop and test Rambus memory and is now selling the marketing and production rights to to a Taiwanese company. Number 1. is what comes across at first reading, but number 2. is made more likely by the reference to 'related intellectual property'. Regards, Don

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