Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.28

-1.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JF Quinnelly who wrote (34257)	11/12/1999 12:44:00 AM
From: qwave	Read Replies (6) of 93625

All this talk about RMBS being a QCOM. No way. QCOM has very extensive IPR that is much deeper than anything that RMBS has and very difficult to work around. CDMA is not a commodity. DRAM, whether it is DDR or RDRAM, is a commodity. Talk about embedded RDRAM is crap. Voice recognition as a driver for RDRAM. Crap again. Voice recognition is not a bandwidth problem it is a computational problem. You don't need hundreds of MHz to sample speech at 64kbps or less. I have been reading the RMBS board for a number of months and the only people I find reasonable are Dan3, Bilow, and Don. They will eventually prevail with their thoughts and expectation for this stock. No doubt. I would be very cautious with this stock. I find many of the posters here to be doing a disservice to the readers (Can you say Uncle?). Too many rose color glasses.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next