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

To: blake_paterson who wrote (46870)	7/10/2000 3:27:07 PM
From: GVTucker	Read Replies (2) \| Respond to of 93625

blake, RE: Read the annual report, and listen to the Toshiba cc. There HAVE NOT BEEN, NOR WILL THERE BE, warrants issued in association with ANY SDRAM / DDR license. Listen to the Toshiba cc again. While RMBS management specifically stated that there has not been any warrants issued in the past, they decidedly avoided questions seeking clarification about warrants/stock that would be issued in the future based upon the Toshiba agreement, which calls into doubt the 'NOR WILL THERE BE' portion of your post.

To: blake_paterson who wrote (46870)	7/11/2000 7:56:26 AM
From: gnuman	Respond to of 93625

Blake, re: <JMHO (for Gene's sake) <g>> LOL No need to CYA for my sake. A couple of comments, though. Since the Intel test's surfaced I note there are no outraged cry's of "Paid shill", "Biased tests", "Holds a grudge", etc. Perhaps Pabst, McComas and Garber have more integrity than many thought? It now seem's that no one expected the 820 to perform any better than 440BX or i815E, etc., "since it doesn't take advantage of RDRAM strengths". The mantra has changed to, "Just wait for Willamette". Even this skirts the real issue. It appears that Rambus' valuation has become tied to the validity of their IP. PIII and SDRAM will have dominant market share for a long time. It look's like the forecasts from Semico will be much closer to reality than IDC or DQ. You can argue against it, of course, and I would enjoy seeing the arguments. It's interesting that Pabst appears to have been vindicated by Intel. And maybe the tests performed by Inquest have more validity now? IMO, the only really interesting upcoming events have solely to do with IP. JMHO's, (for your sake). <g>