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

To: Adam S who wrote (45702)	6/22/2000 7:18:00 PM
From: mishedlo	Read Replies (1) \| Respond to of 93625

Hey guys how come you left me, mishedlo, out of the winners circle. Confession though, I panicked and bailed on 1/3 of my shares at the silly low price of 160 Pre-Split. Bought all at 80 or so in January + 4 strike 90 (22 1/2) leaps. Congratulations to KISS, he was shorting all week. This will keep him out of our hair for a while.

To: Adam S who wrote (45702)	6/22/2000 7:26:00 PM
From: blake_paterson	Respond to of 93625

Adam: Sorry and condolences. As it turns out, the interests arrayed against RMBS were able to garner an impressive armamentarium of propaganda against the company. CMP media included (see the link in your post). Industry consortium (AMI2) established to deal with this "problem." Expert opinions all over the place (including this board) bashing the company, its technology and its stock. This because of the dramatic change this company represents to the memory industry, for better or worse. This because Rambus transferred technology to Hitachi and other memory manufacturers for the sole purpose of enabling these companies to manufacture and sell memories and logic products that are compatible with its Rambus DRAM specification. Sensing an opportunity to advance their art for free, some of these Companies then applied the know-how to create PC100, 133 and DDR. RMBS is owed big time. Toshiba agrees, Hitachi has settled, and the industry will follow. And the "experts" are still screaming: "Obvious Art!" "RDRAM is dead." "Beware the fury of the DRAMURAI." Sad but true, IMHO. BP