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To: Voltaire who wrote (31402)	8/31/2000 5:57:32 PM
From: Murrey Walker	Respond to of 35685

Two posts today Tom! Does this mean you're back on the air? If so, welcome back! The thread needs you!!!!

To: Voltaire who wrote (31402)	8/31/2000 7:13:54 PM
From: Sully-	Respond to of 35685

From the RMBS thread.... High Stakes Poker with RMBS holding the cards ==================================================== "Morgan Stanley Dean Witter analyst Mark Edelstone said he believes Rambus's patent portfolio remains strong and will prevail in court. The company is likely to drive hard bargains with manufacturers that resist it, he said. "(Rambus) management has been quite clear that they will not license any company that they defeat in court," Edelstone said. "Micron and Infineon ... are involved in a high stakes game of poker with incredibly negative ramifications for their DRAM (memory chip) businesses if Rambus prevails," he said." "Rambus boasts net profit margins between 50 and 55 percent, Edelstone said. He forecast Rambus revenues would vault above $1 billion by 2003 from $45 million in 1999." from: famulus.msnbc.com Ö¿Ö