I will say the "quality" of discussion on the thread has deteriorated somewhat in the last two weeks. There has been quite a bit more name calling, insults and even (gasp) masked profanity. I lay it all off on the fact that it is getting tougher and tougher to laugh at ol' Rambus, the "guys who couldn't shoot straight" last Fall.
In the past month there has been a string of absolutely brilliant marketing and PR moves. Just brilliant. Set the company position publically on its patent rights. Split the stock, announce Toshiba deal. Announce communications efforts. Announce technical improvements. Appear at all times confident and knowing..(also new, I might add), get Samsung to announce (reaffirm) a major commitment to RDRAM and restate its outlook for huge future sales. Not a bad two weeks, IMHO. Makes me begin to wonder what is next. Could we be at step three of a five step Plan?
The bears are so frustrated at all this; it has to hurt. Arguments range (somewhat incoherently) from "RDRAM is dead" to "Nobody needs that much bandwidth" to "Everyone will need it and DDR will provide it" to "RDRAM has bad (pick one) latency, granularity, pin count, impedence, impotence, etc. to " Rambus technology should belong to everyone - common use".
However, despite all these arguments the Company is building great momentum right now. They seem to have it all fitting together and each new step solidifies their earlier positions. When a company is going like this the opposition can tend to get a little testy, because the old arguments which for months succeeded to stopping positive discussion, don't work anymore. Got to find new arguments. Whoops, that one just got countered by a new press release.
Let's all be patient and kind to each other during these trying times for the bears. We've been there. |
