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

To: Scumbria who wrote (45614)	6/22/2000 5:53:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 93625

RE:"RMBS has doubled in the last week, based on licensing agreements for DDR and SDRAM. These are apparently more valuable to investors, than their DRDRAM licenses." Looks like they've cornered the whole DRAM market.... Where's Clinton, Gore, Reno and the DOJ...? After the Oil Refiners I suspect...but I figure Rambus will be next... Jim

To: Scumbria who wrote (45614)	6/22/2000 6:02:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

Scumbria, <RMBS has doubled in the last week, based on licensing agreements for DDR and SDRAM. These are apparently more valuable to investors, than their DRDRAM licenses.> Then why hasn't Rambus simply dumped RDRAM in the gutter? Surely if DDR is so much more superior than RDRAM, and Rambus' success is no longer tied to RDRAM, Rambus would have no more incentive to push RDRAM anymore. RMBS stock has doubled in the last week because the company gets to win the whole enchilada. This has nothing to do with the war between DDR and RDRAM. Tenchusatsu