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


To: qwave who wrote (34571)11/15/1999 11:46:00 AM
From: John Stichnoth  Respond to of 93625
 
qwave, Why do you keep talking about RMBS as being compared to QCOM? You're the one that keeps drawing the comparison.

The companies' market caps are not even close. They are at different stages of their market development. As to patents, mine has been the only patent assertion that I have seen, and I made the point that number of patents is not a great predictor of the value of their patents.

The value of rmbs' patents depends on how widespread will be adoption of RDRAM. No value is placed on "true ingenuity". Ingenuity is not worth very much if the firm doesn't bring it to market. (Go ask Xerox PARC people).

Best,
JS