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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (33877)	10/27/2000 2:46:17 PM
From: Skeeter Bug	Read Replies (1) of 54805

tinker, good luck in mba school. i hear duke has a good one. i understand intel recently said that their tie in with rmbs was a mistake. anyway, re: costs between rmbs and ddr. it all depends on production. if rmbs doesn't take off in production then its cost will NEVER come close to another technology that does catch fire. sassumptions are made re: these cost differences. just like assumptions are made when al gore says he's going to increase spending, cut taxes and eliminate $5 trillion in debt in 12 years. how much you wanna bet his assumptions are wrong? ;-) my take on rmbs is that it is a niche product. 5% of the market, maybe. the cost / benefit ratio just isn't there to get production up to a point where it can compete on cost. i used to work for a server company and we were working on a 1/2 U server (2 servers per rack unit). A vendor showed up with a 1/2 U main board loaded with a 1/2 gig of RDRAM. The marketing dept said, "great, we interested as soon as you get rid of the rdram - too expensive." now, dell may be using rdram in their servers. hmmmm, they had the biggest disappointment in about 8 years last q. a possible relation? add to this the fact that rmbs plays hard ball with their customers and this doesn't bode well for rmbs, imho. btw, you seem to attribute the rightness or wrongness of your intellectual rmbs position with your "10 bagger." you are too smart to do that. stock price is perception and perception is often wrong. you also benefitted from the lowest savings rate in history, massive credit expansion and double digit money supply growth - especially just prior to y2k. not to mention bogus gdp and productivity numbers to the tune of 100%+ over statement (look into hedonic pricing). good luck.

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