Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jackmore who wrote (35739)	12/9/1999 10:28:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

Jack, in my summary I combined the brief and the questions as best I could in logical groupings. I didn't hear any questions or responses that I thought were substantially more interesting than any of the others. My opinions are that the briefing was simply to prevent negative spin regarding the reorg and they came up with what they called a tech roadmap - which of course was not actually a roadmap since they didn't want to get into skeds. I found it interesting that Tate still completely dismisses DDR as competition. I also found interesting the latent threat that any tech offering a head on threat to RDRAM would likely run afoul of RMBS IP. My impression of the "new" apps for the chip to chip interface market is that they plan on buying their way in. It also occurred to me that they may be setting up the street for an acquisition announcement - which could cut either way for stock price depending on the acquisition. Overall, having listened to a fair number of cc from a fair number of companies, I found the lack of substance a bit disturbing and I found their presentation stilted and a bit strained. That said, I'm still accumulating and feel fairly comfortable with my position. Rich