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

To: Jim McMannis who wrote (72508)	5/10/2001 5:04:50 PM
From: Scumbria	Read Replies (2) \| Respond to of 93625

Jim, I might buy some RMBS at about $5. I fully expect Intel to screw up their DDR effort, which will eventually cause RDRAM to have >30% market share in the PC business. Scumbria

To: Jim McMannis who wrote (72508)	5/10/2001 6:01:58 PM
From: Don Green	Respond to of 93625

Jim> There are STILL Rambus longs? Yes they may also believe Gold has a bright future. Don

To: Jim McMannis who wrote (72508)	5/10/2001 6:18:20 PM
From: Ali Chen	Respond to of 93625

"There are STILL Rambus longs?" Of course! Example: siliconinvestor.com This kid seems to be totally distorted: "IMO, RMBS has the truth, the law, God & Andy Grove on their side." "$30 billion DRAM market X 50% RDRAM share X 5% royalty rate = $750 million in royalties per year" "A pure-IP company needs to have fantastic lawyers" "although the fraud punitive damages suck, it's only $3 million." "RMBS believes, and I agree, that these two alternative memory standards infringe on their patents." There is only one realistic statement, "I frankly don't know what's going on."