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

To: Scumbria who wrote (44757)	6/16/2000 10:53:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 93625

Thread, This is THE KEY TO BILOW AND SCUMBRIA. THIER CORE BELIEF: " paying RMBS a royalty means rolling over and playing dead," They are against the very existence of the corporation. No wonder they don't like the stock.

To: Scumbria who wrote (44757)	6/17/2000 10:56:00 AM
From: gnuman	Read Replies (1) \| Respond to of 93625

Scumbria, re: <Toshiba's behavior seems odd to me> Not to me. IMO, Toshiba isn't much of a factor in the PC main memory arena. Consequently this concession doesn't seem that dramatic. And remember, Toshiba is part of Rambus' biggest success story to date, the Sony PSX2 using Toshiba memory. Who know's what goes on behind closed door's? In my mind the question still remains, what response will the memory makers make to this attack? Either way, this is the next big story. JMHO's