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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (9829)11/13/1999 8:07:00 AM
From: Ian@SI  Read Replies (1) of 15132
 
Carl, Justa,

At the SemiBizNews sites, there were 2 stories this week (Wednesday and Thursday I believe) giving benchmark results of DDR SDRAM vs RDRAM.

DDR SDRAM beat RMBS in every test, sometimes by a very wide margin.

IMO, as the RMBS speculators begin to realize that RMBS performance is second best, that RMBS architecture is fraught with production problems, that RDRAM is more costly for less value, that the royalty structure will ultimately doom its prospects to abject failures, RMBS the stock will begin its death spiral.

I have no idea when that last event will begin. Nor do I have any idea how high, or how many trading opportunities will occur first.

I do believe that RMBS is probably not even suitable for the most speculative of risk taking opportunities.

JHMO,
Ian.
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