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

To: Gary Wisdom who wrote (5901)	7/29/1998 5:31:00 PM
From: Don Green	Respond to of 93625

> Of course, that's assuming the funds are done dumping techs. Yes, that is a VERY important point.

To: Gary Wisdom who wrote (5901)	7/29/1998 6:11:00 PM
From: sam	Respond to of 93625

System-on-a-chip New cheap computer technology faces delays By Binti Harvey, CBS MarketWatch Last Update: 1:31 PM ET Jul 29, 1998 Also see NewsWatch Computer industry executives acknowledged Wednesday that the much vaunted "system-on-a-chip" technology, seen as the next wave of computer development, will take longer to design than expected. The system-on-a-chip technology is being developed by chipmaker National Semiconducor Corp. (NSM), among others. The technology will combine tasks currently performed by various computer chip processors onto one chip, potentially making it possible to sell personal computers for less than $200. But while the technology offers promise, "there is no silver bullet to close the productivity gap right now, or in the foreseeable future," said Doug Fairburn, general manager of Cadence's Design Systems' (CDN) embedded software group. Fairburn spoke at the BancAmerica Robertson Stephens semiconductor conference in San Francisco. Jennifer Smith, BancAmerica Robertson Stephens analyst, believes the technology is still evolving, and investors will likely have to wait some time to see the benefits. She recommends investing in companies that are developing services to facilitate the transition, such as LSI Logic Corp. (LSI), and electronic design automation companies and intellectual property companies such as Rambus (RMBS).

To: Gary Wisdom who wrote (5901)	7/30/1998 9:50:00 AM
From: JAF	Read Replies (2) \| Respond to of 93625

I have been researching this company a little bit and have a few questions/comments. According to their Balance Sheet as of June 30, This company has virtually no debt?! Also, 97 mil in current assets! Does anyone know what the Deferred Income is for? Also, do they own patents on their products? If so, when do they expire? Any info would be greatly appreciated. Thanks, JAF