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

To: Bilow who wrote (51150)	8/25/2000 1:36:47 AM
From: richard surckla	Read Replies (1) \| Respond to of 93625

Bilow... No, no, no. Now I can't let you do that. You are trying to withdraw your position on what you claimed Rambus was/is entitled to. Now you are wavering. This is not the Bilow I know. You have even changed your ending salutation from this: "P.S. Rambus - the bumbling company that let billions of dollars worth of SDRAM be produced for six years without them being paid any royalties, thereby failing to protect their patents, and failing in their fiduciary duties to their shareholders." to this: "P.S. Rambus - the bumbling company that let billions of dollars worth of SDRAM be produced for six years without them being paid any royalties." And you may want to change it a little more tomorrow, and the next day, and so forth. I like it just fine the way you originally posted it. I sure hope you don't want me to remind you when you leave it out. Now be a good sport and do it right! Thanks!

To: Bilow who wrote (51150)	8/25/2000 8:29:33 AM
From: GVTucker	Read Replies (3) \| Respond to of 93625

Bilow, take that SDRAM royalty thing one step further. One thing most of the bulls and bears on RMBS will agree on is that SDRAM will likely fade away over the next few years. We are probably hitting a peak this year in terms of SDRAM revenues. By RMBS ignoring a majority of the revenues associated with SDRAM, they are basically rendering those patents worthless. And given that they are no where near coming to terms with the major SDRAM producers, that is indeed what has happened.