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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (116064)	6/16/2000 9:38:00 AM
From: Björn	Respond to of 1578138

"Rambus (RMBS 56 11/16) continues to surge, trades up to 75 pre-market" briefing.com /barjo

To: Scumbria who wrote (116064)	6/16/2000 10:53:00 AM
From: Bert Herman	Respond to of 1578138

Scumbria, Haven't looked at it that way, but could very well be possible. Bert

To: Scumbria who wrote (116064)	6/16/2000 10:53:00 AM
From: DRBES	Read Replies (3) \| Respond to of 1578138

I have heard an unsubstantiated rumor (you all know what they can be worth) that DELL is now taking deliveries on Athlon processors. Any firm information on this issue would be much appreciated. Regards, DARBES

To: Scumbria who wrote (116064)	6/16/2000 11:49:00 AM
From: tejek	Read Replies (2) \| Respond to of 1578138

Toshiba last night became the biggest memory player to bite the Rambus bullet and to license SDRAM (synchronous memory) and DDR (double data rate) memory from the Mountain View intellectual property machine. I find the Toshiba deal to be rather suspicious. Why would Toshiba agree to pay before the current lawsuits are resolved? There must be some incentives from Rambus (like stock maybe?) ;^) Scumbria, Do you think that DDR is a ripoff of RMBS? ted

To: Scumbria who wrote (116064)	6/16/2000 11:55:00 AM
From: tejek	Respond to of 1578138

I find the Toshiba deal to be rather suspicious. Why would Toshiba agree to pay before the current lawsuits are resolved? There must be some incentives from Rambus (like stock maybe?) ;^) Scumbria, I think Toshiba may be hedging their bets. There must be enough evidence to RMBS's claims that Toshiba wants to be sure they are on RMBS's good side with favorable contracts should RMBS win its court cases. Of course Toshiba's capitulation certainly improves RMBS's position. ted

To: Scumbria who wrote (116064)	6/16/2000 12:11:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 1578138

Scumbria - RE: "I find the Toshiba deal to be rather suspicious. Why would Toshiba agree to pay before the current lawsuits are resolved? There must be some incentives from Rambus (like stock maybe?) ;^)" Hmm, RamBUST execs announce 4 for 1 stock split after stock rockets for a few days on news coming from Intel's Forum. Then, on day of split, the execs announce Toshiba deal. Looks like they want to boost the stock price. Also, MSDW analyst Mark Edelstone comes out with positive report after Intel's Forum. Today, MSDW upgrades to strong buy from outperform. MSDW was the lead underwriter of RMBS. Because of this, they definitely have reason to boost the stock price since they probably have options, or warrants, or whatever to a bunch of stock. But this is just coincidence, right? After all, DRDRAM is the ultimate technology.