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

To: Bilow who wrote (40560)	4/21/2000 3:22:00 PM
From: Investor2	Read Replies (2) \| Respond to of 93625

Hi Bilow. I recently ran across this amazing chart and wandered over to this thread to see what all of the action was about. siliconinvestor.com I'm sure glad I'm not the one who paid $471 for RMBS! It looks like it's making a two month round-trip from $100 to $471 and back again! What fundamentals could possibly account for such bizarre price action? Could this price action be solely a function of rampant speculation??? Thanks, I2

To: Bilow who wrote (40560)	4/21/2000 4:06:00 PM
From: Dave B	Respond to of 93625

Carl, Thanks for the response. I have a clearer picture of what you're trying to accomplish now. Maybe you guys should start looking through those musty old records, and get your own interpretations of what is going on. Nothing would make me happier than to find someone who hasn't taken a side one way or the other on Rambus who could explain this <G>. Dave

To: Bilow who wrote (40560)	4/21/2000 4:21:00 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; I got a PM from someone noting that I did not list any Rambus patents in the list of patents that I thought interesting at #reply-13476154 . I didn't deliberately avoid Rambus patents, I just went and clicked on references and did searches on word combinations for a few hours last night. I'm pretty efficient at digging up data on the net, and I looked at several hundred patents, but I never came across a Rambus patent. I suppose that a lot of you will have trouble that I could have missed those important Rambus patents, but they really are lost in the huge numbers of memory patents. In addition, I tried to keep my searches constrained to patents from 1995 and before, as that was about when SDRAM started sampling, and Rambus has very few patents that old. So I went and did searches for various companies to see how many patents they have that mention "memory." This is somewhat of an overestimate for the memory makers, because they sometimes patent stuff that doesn't directly apply to memory technology. On the other hand, Rambus' patents are largely directed at protecting RDRAM and RIMMs from encroachment, rather than covering the details of SDRAM and DDR. The memory companies, on the other hand, have extensive patents having to do with DDR and SDRAM. Rambus has a total of 52 patents that mention "memory". Hitachi has a total of 2687. But Hitachi has only a small percentage of the total patents having to do with SDRAM or dynamic memory. All the major memory makers have extensive SDRAM patents, and they presumably cross license each other. In addition, some companies that are no longer in the memory business, like TI, have huge patent portfolios. Rambus talks about its patent portfolio a lot, but their portfolio is quite tiny compared to the portfolios of any of the memory makers. -- Carl