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.

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

To: GVTucker who wrote (45384)	6/21/2000 3:54:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

GV, Given that intellectual property is all that RMBS has, if you moved patents to another thread, what would be left to talk about here? Marketing issues like pricing, number of systems supporting RDRAM, advertising, etc. Technical issues like chipset roadmaps, performance benchmarks, etc. Production issues like "HOW MUCH IS BEING MADE!!!????" (one of the biggest holes I see right now). I'm not sure there's an "etc." here. <G> Competitive issues like "where is DDR?" and "How quickly will the Seven Dramurai consortium crumble?" Investing issues like "is it the right time to get in/out" and "Yeah, look at this sucker GO!" <G> And on and on. I'm actually fine with discussing patents here as well since they affect the business as a whole (sorry, JK <G>). But there are many, many issues that we can and have covered. Dave