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

To: Don Green who wrote (54809)	9/23/2000 12:50:26 AM
From: mishedlo	Read Replies (1) \| Respond to of 93625

Don - who the hell is Steven Fyffe? Do you have a link? The market sure does not believe this idiot. Neither do I.

To: Don Green who wrote (54809)	9/23/2000 1:24:10 AM
From: Pat Hughes	Respond to of 93625

SHERRY GARBER = PAID SHRILL "RDRAM has been relegated to the high-end desktops, and that is probably where it will stay, said Sherry Garber, vice president of Semico Research Corp., Phoenix, Ariz. " Her usual non-sense. If I would have listened to her.......I'd be broke right now.

To: Don Green who wrote (54809)	9/23/2000 1:27:14 AM
From: Pat Hughes	Respond to of 93625

quoteserver.dogpile.com ticle.html "Asked about the new company's stance on Rambus' royalty and licensing campaign, an NEC spokesman said, "My understanding is that they will probably sign something by the end of the year." The new company "doesn't want a legal confrontation," he added. "It just wants to get the business established and up and running as smoothly as possible." quoteserver.dogpile.com ticle.html "Though the patent dispute has revolved around the central issue of DRAM, the licensing deals signed by NEC and Hitachi also extend to the companies' respective microprocessors lines, because both use a synchronous interface. Unlike the DRAM provision, however, the processor businesses will remain with the parent companies and continue to generate royalties for Rambus over the life of the agreements."

To: Don Green who wrote (54809)	9/23/2000 4:08:54 AM
From: NightOwl	Respond to of 93625

Gee Don G. It just keeps getting better and better for old Sun Tsu. Now it's NEC-Hitachi putting out the want adds for some "RamBeaSt Free" technology. Looks like we have an outside date for that "Dip of No Return" that some M&P was speculating about a few hundred posts ago. 12/31/03 it says here. But then that assumes Micron, Inf, and Hyundai are all wet. Perhaps, but I doubt it. By my count RMBS has 6 legal irons in the fire right now. What are the odds that you get 6 trial judges, not to mention juries, on two continents and in three countries to look at the same set of facts and come up with the same answer in each case? ...Frankly I have never heard of anyone who undertook those particular odds simultaneously. This is a distinctly different strategy from their early licensing plan, when they were picking off the weak and non-litigious first. Every thing seemed to be proceeding apace until Micron filed its suit. After that it was like MacArthur at the Yalu calling for atomic escalation. ...No I don't believe Sun Tsu is amongst the reading material in the RMBS Library. I'm undecided as to just what they are reading right now. I'll have to wait and see what their Answer in the Micron suit smells like, but its beginning to look like some kind of sequel to "Goldie Locks and The Three Bears". There may still be a ray of hope for RDRAM, according to Jim Cantore, program manager semiconductors at International Data Corp. (IDC), Framingham, Mass. “The one wild card is the granularity issue,” Cantore said. “If it gets down to where memory is expensive, it may get difficult to go from 128 (Mbit) to 256 (Mbit). In a shortage situation, which could occur in the next two years, Rambus could get additional market share for the systems that don’t need 256Mbit.” Wow!! Let me get that name right: "International Data Corp." of Framingham, Mass., and "Jim Cantore". ...This must be where all the Emperor EEs go to buy their new duds and crystal/silicon balls. :8) 0\|0

To: Don Green who wrote (54809)	9/23/2000 8:55:39 AM
From: Zeev Hed	Read Replies (4) \| Respond to of 93625

Don, how bad can the TA get? Now we "learn" that NEC, one of the early adopter of the bu$$ technology, in their joint venture with Hitachi, are going to desert the bu$$. On the surface, that is as bearish as it can be, would you agree? Yet, the bu$$ refused to breach the support level of $75 established during the period of 9/8 to 9/12. This, not on a "normal day", but on a day during which the bu$$ greatest supporter and "raison d'etre" is punished by breaching its own major support at $55 in a bad way. We now, may have completed a full four weeks of consolidation in the $75 to $87 area, and my post of June 15, the day before the last explosion to new all time highs is coming to mind again, when the TA and the FA do not jive, believe the TA. I have rarely seen the TA and FA diverge so much, thus I have to repeat that same post's conclusion, the bu$$ is a wound coil and it can break either way, but my bet is the break is going to be on the upside. If we close above $87, we should then challenge the supply area of $97 (created by the 7/19 gap down, partially but not convincingly filled few days later). I believe that within the next six weeks the $buss will once more be above $100. The news that will catapult the stock is not known to us "small investors", yet, but someone knows something we do not know (it is always the case) and is acting upon it with real money. Caveat, if we breach $75, I'll have to take another serving of crow. (g). Yoroshiku Zeev PS, those positions I invited the bears on Thursday to "needle" me about, are once more in the "green", they had a half a day window for "bragging rights", and apart of some post facto chest beating from one poster (which will remain nameless), I have not seen any bear bragging about it. Thus, if we indeed break out above $87, please, be nice to the bears amongst us, they will be the one to provide the fire to the next up move. Zeev irrevolute.iuma.com