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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (7043)11/1/2000 1:34:35 PM
From: Bilow  Read Replies (2) | Respond to of 30051
 
Hi Zeev Hed; Actually, it does matter whether DDR or RDRAM are the next standard, at least until all the lawsuits are closed in Rambus' favor. In the event of an unfavorable lawsuit result, the companies that have already signed up for DDR and SDRAM royalties will very likely sue, or at the very least refuse to sign an extension when their current agreements expire. RDRAM doesn't have that risk.

But you can take it on my authority that DDR won. (g) Any comment on why RMBS is still sub $50 on the Samsung news? Do you think that the street knew about it in advance?

-- Carl



To: Zeev Hed who wrote (7043)11/1/2000 1:36:16 PM
From: Fiscally Conservative  Read Replies (1) | Respond to of 30051
 
Zeev

What time contraints would you give Rambus for 150/shr (fair value)
there are those who still believe that the bus could very well see 200 by March. Now given your turnip scenario
for March 2001 how should one value this stock going forward?


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