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Hey xerohype--

Excellent analysis!

One thing, for the record,

Brian Lund (TMF Tardior), NOT I, wrote the piece you link asserting the proposition that Rambus cannot be a Rule Breaker according to the TMF RB criteria, due to lack of sustainable advantage. I actually believe that RMBS fits the RB criteria.

Fool on!
Tom9 (long RMBS)
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