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

To: Dave B who wrote (47479)	7/18/2000 5:58:01 PM
From: Jdaasoc	Respond to of 93625

Dave: In comparison, they were much better than Apr's conference call -- the absolute worst. This one they were clearly audible and seem by all verbal intonations are very prepared to fight for their IP portfolio to the endth degree. They were clear that it would take some time beyond days to reach next licensing deal. Implied that they were not in active discussions with any PC chipset companies at this time (sorry no Intel or VIA IMO) just major DRAM foundries. They were slightly surprised by lack of questions - four. I guess they overestimated the ability of brokerage firms to handle both Intel, Apple, Microsoft and RMBS at the same time. I don't think guys like Drew Peck had a question. Ditto for ML's Osha. MSDW Edelstone had a apolegitic standin ask a question. IMO The decline in stock price in the short term (options expiration) will be less than 30% drop in the two days after last quarter's CC. I am not about to get into any specifics about where RMBS will trade in the future. john

To: Dave B who wrote (47479)	7/18/2000 10:05:13 PM
From: charred water	Read Replies (2) \| Respond to of 93625

Dave, John, the elusive PC133 2-2-2 SDRAM is a no-show at the netcomponents.com site that Carl has kindly provided. The part number used to show the best side of a PC133 chipset is MT16LSDT1664AG-13EC7. The PC133 SDRAMs that are commonly sold with systems are 50% slower. A recent look at: netcomponents.com shows only: MT16LSDT1664AG-10EC7 MT16LSDT1664AG-10CB4 MT16LSDT1664AG-662D which are 100 MHz and 66 MHz DIMMs. It is a surprise that no 133 MHz parts were listed. Maybe the inventories are not well represented in this database yet. Certainly the benchmark specials aren't there. - Greg