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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST

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To: Dan3 who wrote (41501)5/7/2000 5:48:00 PM
From: Dave B  Read Replies (2) of 93625
 
Dan3,

Let me put it another way...

Carl was more than happy to rip apart the credibility of Jeff Mitchell of dramreview.com when he "discovered" that he was an ex-Rambus employee and to claim that the credibility of Semico was so much more significant. So I'm just trying to understand why the same situation doesn't apply here -- why should Carl, who has little or no interaction with the industry as far as we've seen so far, be considered even remotely credible when compared to the Dataquest analysts who lecture, write books, have patents, participate in memory forums, visit companies the entire DRAM value chain, and are intimately involved with the industry?

Go any answers?

Dave
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