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

To: Scumbria who wrote (47228)	7/14/2000 11:44:35 AM
From: Steve Lee	Read Replies (1) \| Respond to of 93625

How funny of you to recommend AMD, whose business is built upon ripping off Intel's product, after the comments about Rambus being a parasite! Talk about double standards.

To: Scumbria who wrote (47228)	7/14/2000 12:06:32 PM
From: Don Green	Respond to of 93625

Scumbria> The RMBS longs should consider an investment in AMD. AMD uses a somewhat different business model than Rambus. You always seem to forget to mention the key negative for AMD, Col. SANDERS is still at the Helm! Don

To: Scumbria who wrote (47228)	7/14/2000 12:06:53 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Scumbria, The RMBS longs should consider an investment in AMD. AMD uses a somewhat different business model than Rambus. 1. They produce silicon. 2. Their product has superior performance at a lower price than the competition. Maybe AMD should move to the RMBS business model. Then they might be up 514% year-to-date as well. <G> Dave (happy with his Rambus investments [this year, at least])

To: Scumbria who wrote (47228)	7/14/2000 5:31:21 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Scumbria, Another idea... Microsoft just announced that they're going to move to a "rented software" business model. Maybe AMD could borrow this strategy as well and move to a "rented hardware" model! Gateway and all the other companies could just pay AMD a monthly fee for the processors they put into their systems; likewise the PDA and cell phone manufacturers could pay a monthly fee for the flash memory they put into their devices! And, of course, since this is a new concept AMD could patent it and charge for their IP. Thus, they'd be able to combine both Microsoft's and Rambus's business models. Whadya think? <G> Have a great weekend. Good luck with any soccer games. Dave