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

To: Zeev Hed who wrote (44748)	6/16/2000 10:11:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Zeev, There are probably no important semiconductor products that don't infringe on other patents. Some examples are: SGI holds a patent which covers all graphics texture caches. It is impossible to build a graphics chip which does not infringe upon this patent. MIPS holds a patent which covers all misaligned loads and stores. It is nearly impossible to build a CPU which does not infringe upon this patent. STM holds a patent which covers all on-chip processor memory (caches, etc.) It is impossible to build a CPU which does not infringe upon this patent. Most big companies hold large patent portfolios to protect against litigation. DRAM manufacturers are no exception. Scumbria

To: Zeev Hed who wrote (44748)	6/16/2000 10:55:00 PM
From: rfisher	Respond to of 93625

Zeev you mentioned earlier in the day that RMBS could run to 115 later this summer. This would equate to the pre split high without a premium for last night's news. Any thoughts? Also the $64,000 (am I showing my age) question is at what figure will we have an attractive buy. In this morning's mayhem I think we ran to 82-83, returned to 70 and than bounced to the 85/86 brick wall. Do the turnips show a possible return to low 70s? IMO RMBS of today is not the RMBS of yesterday. It suddenly gained a whole lot of respect overnight. Are we still progressing to an area of turbulence by the 26th-28th? The NAZ repeatedly has exhausted all of its energy before reaching the elusive 3,900 plus area. PS: Will you treat us with a URL to view those venerable Zeevian turnips? If I begin eating turnips will I become a mega RMBS trader like you? Is barbecue and Tabasco sauce on the side allowed?