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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST

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To: grok who wrote (31793)10/8/1999 6:58:00 PM
From: dpk  Read Replies (2) of 93625
 
KZ:

I have been a lurker on this thread for over a year and have found it to be very educational for a non-techie like me. I have appreciated both the pro- and con-Rambus discussions since they have enabled me to develop my own perspectives having heard both sides.

I am curious however, about your change from being pro-Rambus to being anti-Rambus over the past couple of months, especially given the fact that you had changed to an anti-Rambus stance a few weeks before the announced 820 chipset delay. Would you be kind enough to share with this board the rationale for your change of heart? Some specifics about what exactly caused you to change your mind would be most helpful, especially given that you were quite familiar with the technology when you were pro-Rambus. TIA.

dpk
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