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

To: jim kelley who wrote (58193)	10/19/2000 1:11:30 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 93625

Jim, I do not argue with the current results, these are excellent indeed and th cash position is very good as well. My problem is that the market always look at "what next". The current price of the bu$$, IMHO, assume a good 65% of the DRMA market to be "royalties" bearing. Since DDR and SDRAM are not yet a "sure thing" (we still have some legal battles ahead and there is no way I can predit the results of such battles), and since INTC seems to be hedging their bets on both DDR and RDRAM, this indicate to me that 65% of the DRAM market, at this time, is an extremely generous assumption. Things always change with the bu$$ but nothing guarrantees that those changes are always to the plus sign. I think that Barrett's comment add a level of uncertainty not yet reflected in the stock price. Zeev

To: jim kelley who wrote (58193)	10/19/2000 1:19:34 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Jim, I do not argue with the current results, these are excellent indeed and th cash position is very good as well. My problem is that the market always look at "what next". The current price of the bu$$, IMHO, assume a good 65% of the DRMA market to be "royalties" bearing. Since DDR and SDRAM are not yet a "sure thing" (we still have some legal battles ahead and there is no way I can predict the results of such battles), and since INTC seems to be hedging their bets on both DDR and RDRAM, this indicate to me that 65% of the DRAM market, at this time, is an extremely generous assumption. Things always change with the bu$$ but nothing guarrantees that those changes are always to the plus sign. I think that Barrett's comment add a level of uncertainty not yet reflected in the stock price. Zeev