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


To: KM who wrote (13373)1/14/1999 5:31:00 PM
From: Nick Papa  Respond to of 93625
 
Just watching Fastquote as per the earlier message...



To: KM who wrote (13373)1/14/1999 5:31:00 PM
From: KeepItSimple  Read Replies (5) | Respond to of 93625
 
Rambus will not exist in 24 months, in my opinion. Coming from a background in network technology and electrical engineering in particular, I can tell you with certainty that all of the major ram manufacturers are working as quickly as they can to establish rambus-royalty-free standards for the future of high speed ram.

Rambus only income is the license fees from their "patents" and every company east of manchuria has armies of engineers making rambus "technology" obsolete.

The ram manufactures already have razor thin margins, and they know they'll be even worse if they have to pay kickbacks to Rambus. They simply will not let a monthly payment to rambus become a constant part of their revenue equation. End of story. Get out of this pyramid scheme while you still can. (Btw, I am neither long nor short, although I may initiate a short position tomorrow)