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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: James Fulop who wrote (24044)	7/1/1999 1:44:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

James, I don't know if this is wishful thinking, but at the bottom of the original post of this topic on this board, there's a quote from an Intel person (Chuck Malloy) that says that "if Via bought Cyrix it would not have rights to the long-standing cross licensing agreement between Intel and National." "If Cyrix is sold, the rights do not transfer," he said. techstocks.com I assumed that this had to do with the key issue of the licensing of the 133Mhz technology and therefore the Cyrix purchase wouldn't help with the 133Mhz issue. Maybe not. Dave

To: James Fulop who wrote (24044)	7/1/1999 2:09:00 PM
From: pompsander	Respond to of 93625

Unless I am sorely mistaken, the purchase of Cyrix by VIA would only result in that firm being buried in the problems every firm except Intel has had trying to coax acceptable yields out of a processor technology which cannot even keep pace with the momentum in the marketplace. I cannot see VIA assimilating this purchase and effectively integrating its product lines for many, many months, not to mention the licensing issues Dave mentioned. By then Rambus is so far out in front PC 133 will not be any kind of meaningful competitor.