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

To: sylvester80 who wrote (56038)	9/30/2000 10:38:09 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: Billions baby. I know you'd like to think this is a cute movie, but it isn't, it's business. Rambus was once a technology IP company but now is a double-cross masquerading as a stock. If it wins all of the lawsuits it presently faces it will make good money for 2 to 3 years, then it will be finished. If it loses any of the lawsuits, it will be history overnight. It's an interesting speculative stock because if they do win the lawsuits, they are in a very good short term position, being long could make you a good chunk of money. But if they lose one of the lawsuits, IMHO you're looking at somewhere between the teens and single digits when the stock reopens after the news, so be careful. Rambus has a business plan that guarantees that any successes it sees will be either short lived or non-existent. It's one thing to double-cross everyone else in the business if you have your own FABs, but Rambus doesn't - and you're already seeing the results (production cutbacks and near total withdrawal of support for RDRAM). Samsung reducing production, Intel developing non-rambus chipsets for P4, Intel coming out with a replacement for the 820, and Intel dumping Timna since nobody will make RDRAM for it. Dan