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

To: Barry Grossman who wrote (44682)	6/16/2000 3:04:00 PM
From: Don Green	Respond to of 93625

One Key point that everyone should keep in mind. In Ref to their CC. The Rambus management have proven by their actions over the last few years to be VERY conservative (which many around here have had to learn live with) LOL!!! But with that in mind they seemed very upbeat and almost giddy at the CC, which is somewhat out of character. That is VERY Bullish IMHO. Regards Don

To: Barry Grossman who wrote (44682)	6/16/2000 3:06:00 PM
From: pompsander	Respond to of 93625

Barry: I think the structure of the Toshiba deal (I.e., going forward only) is a brilliant move. This term, if offered in the course of the negotiatons with other licensees, will be withdrawn in the course of negotiation by Rambus at a point where the proceedings seem to be "dragging" a little. Great incentive to reach agreement in a reasonable time, at a reasonable price. In the past I and others have criticized Rambus for its seeming lack of market savvy and PR awareness. It looks to me like that has all been corrected. This is nothing short of a brilliant strategy, IMHO. The timing, as ZEEV and other have pointed out, is breathtakingly fortuitous for certain investors and not so for others. Of course, would Monday have been better? Pomp...feeling slightly richer today.