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

To: blake_paterson who wrote (45880)	6/23/2000 12:20:00 PM
From: MulhollandDrive	Respond to of 93625

>>I'm sure I'm missing a few likely possibilities. <g><< Times like this make me wish unclewest was still posting here... drip, drip, drip......

To: blake_paterson who wrote (45880)	6/23/2000 12:41:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 93625

I figured that was already factored into the price - or most of it. The reason I went long was because Hitachi agreed to pay a higher royalty for the license for mfg. of DDRAMs. That sends a clear signal to Micron and others who are hold outs and contenders with DDRAMs, the only viable alternative. I suspect that Rambus may have sweetened the deal with Hitachi to get the weighting of royalties toward the DDRAMs license - great strategic ploy.

To: blake_paterson who wrote (45880)	6/23/2000 1:42:00 PM
From: Estephen	Read Replies (1) \| Respond to of 93625

Right you are ! Weakness in the nasdaq and general public uncomprehension of what rambus is, is creating a nice buying opportunity today. Perhaps on monday the second wave of smart money will start taking long positions...ya think ? Rob: <<What more good news can propel it up?>> Micron signs the SDRAM / DDR license agreement NEC signs the SDRAM / DDR license agreement Infineon signs the SDRAM / DDR license agreement IBM signs the SDRAM / DDR license agreement Viatech signs the SDRAM / DDR license agreement for controllers / chipsets Nvidia signs the DDR license agreement for their graphics cards RDRAM production continues to ramp and prices continue to drop Micron announces RDRAM production Sony PS2 W/W launch exceeds all expectations Substantive ramp-ups on earnings (not expected till 10/2000 release). Intel gets on with building the best platforms for all segments with no more worry about RMBS contractual issues. Network applications become reality More systems, more memory, more $$ I'm sure I'm missing a few likely possibilities. <g>