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

To: r.edwards who wrote (58387)	10/20/2000 11:17:54 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 93625

r. RE:"Rambus the monopoly" Oh yeah, keep on talking the DOJ is listening. RE:"the stock could attain a PE nearly as high as it once did in June of 2000 which could make Rambus stock $500 per share. The probability of all these scenarios playing out as I've stated them is unlikely, but it is certainly possible." Keep on talking the SEC is listening and looking for "examples"...oh brother...

To: r.edwards who wrote (58387)	10/20/2000 11:20:45 PM
From: Dan3	Read Replies (4) \| Respond to of 93625

Re: Wallstreet finally realizes that Rambus owns the memory market! Wallstreet is beginning to realize that the Rambus business plan is broken. With Intel openly condemning Rambus technology and business practices, and openly encouraging DDR the question isn't if the Rambus story is over, it is how soon is it over? When a company becomes sufficiently detested that companies as disparate as Intel and AMD and Hyundai and Micron all begin working together to do whatever it takes to avoid dealing with that company, then that company isn't going to be long in the business of selling IP. Intel gave Rambus a really sweet deal, and Intel has enough sway to deliver on such a deal - but baby Rambus stood up on its chubby little legs and screamed that it had to have it all. And by doing so, it will end up with nothing. Even if Rambus is able to maintain its claim for royalties on SDRAM and DDR, those will end in no more than 3 years. It would take 1 year for such a court outcome to become clear, 1 year to redesign the DDR interface to remove any offending IP, and 1 year to bring modified chipsets and DRAM into large volume production. And then it's over. If, as is more likely, Rambus loses one or more of its cases, it's over in 6 months or less. It was an interesting, if somewhat megalomaniacal, fantasy that a 30 year old industry comprised of many multi-billion dollar companies would turn over a tenth of its total profits to a couple of dozen swindlers, but it isn't going to happen. The total revenue received over the life of this company will not be as much as its current market cap. The street is waking up to this fact, and Rambus stock is drifting down. Sorry to bring the bad news, Dan