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

To: unclewest who wrote (12564)	1/7/1999 8:03:00 PM
From: blake_paterson	Read Replies (2) \| Respond to of 93625

uncle: Thanks for offering. The info will help round out the d.d.. A couple other points I picked up from studying the annual report / 10K: 1. The RMBS interface is useful for A WIDE RANGE OF chip:chip interfaces, not just ASIC:DRAM. They picked the latter simply because of the leverage the segment offers. This means that other applications are not a whole product development cycle away. Just need to be modified, incrementally advanced and sold. Since I'm partial to the notion of hand held computing devices as the killer app of the future, I find this point to be particularly exciting. Just gotta deal w/ the energy/heat issue. 2. The duration of their important patents, the ones that the actual license agreements depend on, were not entirely clear. Worse case scenario, 2003 (yikes!). Best case scenario, 2008. Maybe you can ask about this also, at the meeting. Wish I could be there with you guys. I hear that '94 cav savs are still available in the stores out there and can be had for less than $30... Regards, BP