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

To: Barry Grossman who wrote (63656)	1/4/2001 2:31:11 PM
From: jim kelley	Respond to of 93625

It could be the word from the alley. <G>

To: Barry Grossman who wrote (63656)	1/4/2001 2:49:27 PM
From: hamsandwich	Read Replies (1) \| Respond to of 93625

Barry Grossman, >>> Where exactly does this word on the street come from? >>> I'm sure that you have heard the word on the street whispered in back alleys and around corners. <g> I live and work in a town with lots of a particular competitor's employees. I have no "evidence" which causes me to believe what I have heard, other than the reliability of the people I talk to. I'm sure there is litigation related puffery spoken by folks close to the case, but that includes Tate. What would you expect him to do other than refute the accusations of competitors? His comments have no bearing as to whether a court of law ultimately judges the accusations to be valid or invalid. I view the litigation as presenting two best case scenarios for this company: (1)RMBS wins outright, pushing us to the lofty 700/share that the e-waves might allow; (2) a settlement is reached where MU, Hyundai, and others agree to pay a royalty (however small it may be) for the tech, again providing a catalyst for a nice share spike for us. You know the bad scenarios. As a RMBS long, I appreciate the comments of Tate and those "well-worn cliches" which you used. I also try to keep in touch with the "other side" to get a sense of potential bumps in the road (to bring another cliche into the mix). pig-in-a-poke