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

To: richard surckla who wrote (30993)	9/28/1999 3:45:00 AM
From: Gary105	Read Replies (1) \| Respond to of 93625

Comments and questions: Recent problem shows flaw in business model that does not allocate significant expense to service licensees. The key to technology licensing, especially with new product, is to go out of way 200% to ensure there is no "white space" between the licensor and licensee. I do not intend to imply that this is RMBS business model, but those who have posted sky high earnings projections have assumed this. That being said I have the following questions: 1. Will initial fix be lower performance 2 Rambus modules? 1a. If so, any idea on timing? 1b. Acceptability of this fix to Intel? 1c Acceptability to PC suppliers? 2. Is 3 module fix technically feasible in reasonable time frame? 2a. Any idea of timing? By timing I am trying to get an idea of whether a couple of weeks, a month, a couple of months or several months. Thanks all imo, Gary