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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 119.72-3.8%1:46 PM EST

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To: cellhigh who wrote (30385)9/24/1999 12:31:00 PM
From: Ian@SI  Read Replies (2) of 93625
 
You seem absolutely bent on ignoring bearish news on RMBS from every single source: the analysts, INTC, the DRAM makers, ...

Further, you seem to think that RMBS will take off into the heavens based upon some unknown, unstated and probably unfounded hypothesis.

RMBS was a wonderful idea. The execution absolutely sucks. DDR will win, in part, because it's got the best minds in the business designing it; in part because it will always be much cheaper to build; and mainly, because it's a vastly superiour implementation.

When I started this thread at RMBS IPO, I asked a question. I now believe the answer is that RMBS will be doomed to freeze its butt on ice floes forever.

Ian.

P.S. Quit posting to me; and I'll quit coming over here to spread my good cheer. ;-)
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