Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Scumbria who wrote (47896)	7/26/2000 2:34:42 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 93625

Scumbria, You are looking for consistency. I'm looking at the story as it develops. If Intel is developing a contingency chipset for late 2001 for the low end desktop because they think RDRAM won't be inexpensive enough by then, they still have not retreated from their statement that they believe that RDRAM with the P4 will be the performance king. And since Rambus has asserted continuously that ANY memory technology - SDRAM, DDR, RDRAM and FCRAM - and now has Hitachi and Toshiba agreeing, is using their patented IP in so doing, they will seek and expect royalties from ALL. I would say that this also means that the chipset that is being planned by Intel will also mean royalties for Rambus. I don't have a problem with that. The negotiations continue. The posturing goes on. RMBS is on sale today. Sometimes it is and sometimes it isn't. Too bad about the timing on your straddle. August would have been better that July. Barry