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

To: Scumbria who wrote (45917)	6/23/2000 2:56:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Scumbria, It would be silly to get out of such a large business. What business is that? The one you said they were going to get out of. Dave

To: Scumbria who wrote (45917)	6/23/2000 7:39:00 PM
From: Alan Hume	Read Replies (2) \| Respond to of 93625

Hi Scumbria, a long time since I have posted anything, but I still read it as it is one of the most interesting and knowledgable ones on SI. And of course I am still ducking and diving in RMBS. Your question "Why would they want to get out of a $38B business (in 2002, according to the CEO of Samsung)?" If you are not making money in a business, do not have enough confidence in future profits to justify the investments required to stay in the business, then you get out of the business. Whether it be DRAMs or surf boards, the logic is the same. Amongst the DRAMURAI, I suspact there are several who retrospect wish they had never got into the business in the first place. Alan