SI
SI
discoversearch

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 (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?


To: pompsander who wrote (1464)3/12/2000 1:56:00 PM
From: Jdaasoc  Respond to of 2039
 
pompsander:
they use this massive liquidity to buy complimentary technologies, then they can build a real fortress around their market position

They already have with the net cash flow they have. They recently invested in Tessera.
Look for it to continue more agressively in the future as royalties flow in.

john



To: pompsander who wrote (1464)3/12/2000 1:57:00 PM
From: pompsander  Read Replies (1) | Respond to of 2039
 
Oh, another thing which will help the stock price. We still have lousy, stinking analyst coverage. Does any other company with a 10 billion dollar market cap have three firms following it? Look for this to change soon, and the added oversight will help visibility and understanding of the Rambus story.