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To: Steve Lee who wrote (33219)	6/29/2000 3:26:00 PM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear Steve: Hey, I was wrong on RMBS, and I'm never wrong. (gg) But that was investment wise, operationally I think the juries still out on RMBS dont you think? JDN

To: Steve Lee who wrote (33219)	6/29/2000 6:29:00 PM
From: chic_hearne	Respond to of 64865

Re: Is that a joke. I have had "conversations" with him on the RMBS board. He was very wrong there (and still is). Steve, I'm not an investor in Rambus, but follow them closely as DRDRAM prices are very important to AMD, IMHO. I'm not sure what you're referring too. I'm not a patent attourney, but I doubt the Rambus patents will hold. That is a non issue with me, as is rates of 1-5% they could charge on SDRAM and DDR. What is important to me is that DRDRAM is extremely expensive and Willamette (and other future Intel processors) rely on it exclusively. For a computer configured with a half gig of DRDRAM instead of SDRAM, add about $700 for Dell (best case scenario) and add about $1500 for IBM (worst case scenario). Considering DRAM makers have known for a long time what Intel's plans were, I think this is pathetic. For AMD, this provides just another reason to buy their processors. I guess I don't see how I'm wrong here. chic