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

To: Jdaasoc who wrote (59539)	11/1/2000 9:19:36 AM
From: Ian Anderson	Respond to of 93625

Unfortunately a DDR delay is bad news for RMBS. Remember that the faster the industry transitions from SDRAM to a mix of RDRAM and DDR, the faster RMBS royalty rate rises.

To: Jdaasoc who wrote (59539)	11/1/2000 9:47:21 AM
From: Kenny	Read Replies (1) \| Respond to of 93625

Hey Jdaasoc, You're absolutely right! CNBC no mention . . . Don't you think that "well informed" analyst at Robertson Stephens should again be given air-time. Yesterday, he commented on how Rambus would have to look for other applications since Intel won't be using RDRAM. I would like him to explain why the largest DRAM manufacturer is still doing business with Rambus---regarding all memory architectures.

To: Jdaasoc who wrote (59539)	11/1/2000 10:15:43 AM
From: Barry A. Watzman	Respond to of 93625

I'm presuming it was a technical problem, but I'm sure that the E-Mail or other message to which you refer is coming, if not immediately, then relatively soon. The Samsung agreement essentially just doubled Rambus' revenue, and more than doubled it's earnings (since expenses did not go up correspondingly). P/E, will be correspondingly reduced, of course. All in one day. I'd say that in January we will see the 3rd quarter of 50% to 100% quarter over quarter growth. Plus, by then, there may be more agreements, and the lawsuits MAY have been settled or, in the Infineon case, we may have a verdict.