Scumbria,
It is obvious from your posts that you are a fairly intelligent person. You can argue a point effectively and seem to have technical knowledge and experience. In fact, I would say, from your posts, you are much more intelligent and knowledgeable than many of the RMBS longs here. I am sure we can benefit from your honest views on this thread and it is unfortunate that sometimes yourself and some of the more reasonable longs argue heatedly. What I don't understand is how you manage to come out with this sort of stuff:
"The facts are clear.
1. DRDRAM has very little potential over the next 12 months, and possibly forever"
Firstly, Intel is basing its newest processor on RDRAM. Intel is the sort of company that will admit and remedy mistakes rather than try to save face. If they thought RDRAM was dead, they would have said so.
Secondly, as an engineer, you MUST accept the technical benefits of RDRAM. I am not saying that you should support it, but any reasonable person with technical knowledge can see there are advantages that make RDRAM a real contender for moving a real system bottleneck as we go into a time where the P4 is about to launch.
Thirdly, whatever your personal preference, or the weighting you put on RDRAM disadvantages compared to the advantages, it is totally unreasonable to say the facts are clear and that RDRAM has very little potential. Something with very little potential would not be being produced in such quantity, and be planned for mainstream products such as Timna and P4 from a company like Intel. Same for Samsung, Sony, Sun Microsystems etc.
I can't reconcile your bias so my assumption is that you know what you say is not true. I hold a similar assumption for some of your friends e.g. Bilow, whilst certain other shorts (and longs) are just idiots. This is just an assumption but I haven't seen any feasible explanation for you to take your apparent Rambus stance.
And comments like the taxation of petrol in the UK has not risen under Tony Blair really don't help your cause. |
