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

To: Doug M. who wrote (59690)	11/1/2000 5:59:25 PM
From: Don Green	Respond to of 93625

Doug> In my opinion, the Samsung news is not nearly factored into the stock price right now. I'm expecting Edelstone (from MSDW) to significantly raise his earnings estimates tomorrow based on the Samsung news. You can pretty much bank on that. Doug, Mark's Rambus comment yesterday pretty much sums it all up, IMHO! "Investors are selling the stock for the wrong reasons," said Mark Edelstone, an analyst at Morgan Stanley Dean Witter, which took Rambus public three years ago. "Intel's support, or lack of support, is now irrelevant for the stock. The key issue is Rambus' ability to exert its intellectual-property claim surrounding SDRAM and DDR DRAM. Our earnings estimates will go up significantly if they can successfully defend their intellectual property." "That's been the story since June, and it's clear that people don't fully understand that," said Edelstone. regards Don