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

To: Bilow who wrote (59139)	10/29/2000 4:00:38 PM
From: jim kelley	Respond to of 93625

Sure Carl....Rambus never heard of "transfer pricing".<G>

To: Bilow who wrote (59139)	10/29/2000 4:26:01 PM
From: Daniel Schuh	Respond to of 93625

Carl, it is of course always silly to argue with the bus people, but just for amusement, I'd thought I'd throw in a month old quote. Hitachi and NEC Corp. will merge their DRAM divisions in 2001. In dealing with the new company, we'll continue our licensing agreement with whichever party has the higher equity stake. If Hitachi and NEC take 50-50 shares, we'll establish a new licensing agreement. nikkeibp.asiabiztech.com The quoted party being one Avo Kanadjian. If you do a search on "Elpida", every story comes up with a line about "the 50-50 joint venture". Not that I'd take Avo as a binding authority, but I don't think he's known for shading things in a direction unfavorable to the scambus operators. To his (small) credit, may be slightly more in touch with reality here than the local flacks. Cheers, Dan.