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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Craig Freeman who wrote (16433)	11/4/2000 6:45:01 AM
From: Steve Lee	Read Replies (1) \| Respond to of 60323

I doubt the DOJ would be happy about INTC buying the company that has a monopoly on DRAM

To: Craig Freeman who wrote (16433)	11/4/2000 9:09:44 AM
From: Zeev Hed	Respond to of 60323

Craig, I was under the impression that Sandiskites should be on the side of the Rambusites in matters of protecting IP. Rambus is not doing anything that Sandisk is not doing in this respect. Not only that, they have not been to court yet, every time they seems to get there, they settle. Just in the last week Samsung (a long term "friend") and Elpida (a joint venture between a long term "friend" NEC and a long term "foe", Hitachi) signed license fro SDRAM and DDR. Zeev (for obvious reasons, a LT supporter of IP rights (VBG).

To: Craig Freeman who wrote (16433)	11/4/2000 9:14:56 AM
From: Seldom_Blue	Read Replies (1) \| Respond to of 60323

Question: What do you call 1,000 lawyers drowned and laying at the bottom of the sea? Answer: A good start. LOL. Why do you think RMBS will be bought by INTC? I happen to be a RMBS owner so I am very interested in your take. What good will it server INTC? They are buying a company barely making any money with their own 30 PE stock. It will have a very dilutive effect. Plus, if INTC buys RMBS and gives everyone a free ride on the royalties, they will just kill RMBS's business. Not a good tactic in my opinion. We will see.