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

To: Sun Tzu who wrote (74459)	6/11/2001 7:55:26 PM
From: Jim McMannis	Respond to of 93625

"Effectively, five years from now, Rambus is collecting royalties on virtually the entire memory market," Edelstone said...Rambus executives stopped short of confirming that they believe the entire industry owes them royalties but noted that the company's patents cover the basic technology used in most high-speed memory..."The story has changed," Edelstone said. "Whereas there has always been a good degree of risk associated with the transition to Rambus-based memory, that's now a moot point. It's hard for me to believe anyone in their right mind would be short on the stock." Rambus was at $113.75 at the time. --- That was about the time we were wondering what career change Edelstone would switch to next. --- RE:"This reminds me of an interview in 1995 with one of the hedge fund managers (at Circle T Partners I think). While discussing "types of stocks" on CNBC, he stated there are stocks like Computer Assoc. (CA) that you'd buy and hold forever and buy more on the dips because they are such great companies and will always be on top." That's what we all thought about those power companies in California. People will always need power right? LOL Jim