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

To: Bilow who wrote (55215)	9/26/2000 8:53:45 AM
From: mishedlo	Read Replies (1) \| Respond to of 93625

<<In the words of some obscure presidential campaign "minder", you are getting "off topic". The official Rambus line is that Rambus wins whether they get SDRAM and DDR royalties or not, because all roads lead to Rambus>> Carl you have not noted my earlier posts. I do not toe the "official BU$$ line". I agree LONG TERM anyway, (but what matters to me most right now is short term) In the short term 6-8 months the the stock price of RMBS is very very dependent on the outcome of DDR and possibly SDRAM royalties. I therefore agree with Scumbria's suggestion that more discussion on this issue is called for. Zeev, NightOwl, and Myself have started a discussion along these lines, although we ant clearly not patent attorneys, at least I am not. In the meantime I am researching technical issues that may or may not cause DDR to be more expensive than people think, or for that matter less expensive than the RMBS bulls think.