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

To: Don Green who wrote (55961)	9/29/2000 11:55:37 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

Rambus said to be pushing processor makers for synch license Sep. 29, 2000 (Electronic Buyers News - CMP via COMTEX) -- Rambus Inc. is preparing to escalate its synchronous-interface patent defense, moving from the DRAM industry to take aim at a pair of microprocessor manufacturers, according to industry sources. Industry executives close to the patent skirmish said Rambus, Mountain View, Calif., is negotiating separately to secure licensing agreements with Advanced Micro Devices Inc. and X86-processor start-up Transmeta Corp., both of which have been heavy supporters of the double-data-rate SDRAM interface Rambus claims to own. The companies refused to comment on the matter, with an AMD spokesman saying only that the company "as a Direct RDRAM licensee, does have discussions from time to time with Rambus. We can't characterize this discussion. We are aware of Rambus' intellectual-property portfolio." ebnonline.com

To: Don Green who wrote (55961)	9/30/2000 12:15:13 AM
From: mishedlo	Respond to of 93625

<<This is a more troubling sign. In addition to rising fuel costs and the declining euro, it's just as probable that Intel is facing renewed pricing pressure from Advanced Micro Devices-most likely at the low end of the PC market. But even here, competition from AMD is only partly to blame for Intel's predicament.>> If the problem was pressure from AMD then AMD stock would be rising not sinking. Look at the one month chart of AMD INTC RMBS AMAT and MU. It is very very telling. RMBS is flat. The others are 40-60% off their highs. Not sure exactly why, BUT if the TA and the FA do not agree believe the TA. (Zeev)