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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: Jim Willie CB who wrote (9126)10/20/2000 8:03:09 PM
From: Voltaire  Read Replies (1) of 65232
 
Jeeez!,

no wonder you're tired.

LOL

V

Re: Why Barrett is afraid of Rambus
by: analyzer36 10/20/00 7:26 pm
Msg: 176811 of 176827

Good post.

I agree with you. Even Edelstone (MSDW analyst) and most knowledgeable re: Rambus and chip sector, said recently in his research abstract on Rambus, that even Intel will have to pay. It just makes sense that Intel is ticked off that this little upstart co. (RMBS) is trying to collect royalties, not only for RDRAM but ALSO for existing DRAM technology - SDRAM and the enhanced (questionable) SDRAM DDR. They must absolutely be incredulous that it looks like Rambus has patents to collect on the existing technology. If the patents hold up and it looks like they will, even INTEL will have to pay Rambus eventually some kind of royalty for SDRAM which they've been making for years.

Within next year or so, IMO, RAMBUS WILL OWN THE MEMORY MARKET! Anyone who sells now will deeply regret it later.

Rambus is going in HDTVs in Japan and networking equipment by end of this year. PCS only represent about 35% of their market, per their CFO. The other 65% is networking equipment and other categories.

This is ONLY the 1st inning of a nine inning ballgame or the beginning of a baseball season. IF YOU SELL AT THIS POINT, YOU ARE MISSING THE WORLD SERIES AND THE WORLD SERIES CHAMPIONS OF THE MEMORY MARKET.

BUY AND HOLD AND YOU WILL BE REWARDED BEYOND YOUR WILDEST DREAMS, IMO.

LONG SINCE 8/99 and planning on retiring on profits within a few years
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