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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (41872)	4/17/2001 3:48:42 PM
From: saukriver	Read Replies (1) of 54805

tinkershaw, Read your long, informative post on your renewed enthusiasm for and purchases of RMBS. Assuming Rambus loses the Infineon lawsuit, you believe RDRAM will become the standard (replacing SDRAM and shunting aside DDR). Isn't it possible that SDRAM will linger quite awhile and/or DDR will in fact take off? I cannot speak to DDR, but I hang around a screwdriver shop that caters to gamers (I am not one). A few gamers will occasionally order RDRAM, but it is so expensive. The price of RDRAM is around $260, whereas SDRAM is around $40 or $50. I don't see the demand for RDRAM you envision. But let's assume you are absolutely correct that SDRAM dies and RDRAM crushes DDR. Just as you say that SDRAM will go the way of EDO, wouldn't RDRAM go the way to SDRAM? Full disclosure: owned RMBS. Rode up, rode down. Sold for what I paid for it. I may be one of the only people on Earth to own RMBS who meither made nor lost money on it. Reason for selling was I thought it had a limited 3-6 year hoizon in the best case. saukriver

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