Hi Dave B; Re: "Do either of you actually know any engineers who were involved in that decision? Or can you point me to a credible source for that story?"
Yes, I have received PMs from engineers involved. An Intel sales representative, in particular, as well. No, I won't give you any names. People like to keep their jobs, and they will only tell dirt on their companies to those that they know will not get them into trouble about it.
Since you're a mom and pop, you are disconnected from the sources of inside information in this industry and are forced to rely on the BS that the various parties give you. The simple fact that not a single chipset maker is supporting RDRAM other than Intel should give you a clue, but no, you are clueless.
You don't know the technology. You don't know the market. You don't know what products are in the pipeline. You have no business investing in a company like this one. The only sources of information that you can really trust are the 10-Ks (which are out of date) and the legal rulings (which you've been avoiding), and neither of those are in Rambus' favor right now. The contradictory press releases that the companies involved give out are obviously not all exactly true, but you don't know which ones and in which ways, so they're not going to help you; BS is meant to mislead, and you will be and have been misled. Rambus told you their patents were solid, where are they now? Heck, I'm in the industry, and Rambus even misled me as to the strength of their SDRAM patents. The only reason I smelled a rat was because of the fishy smell of the way in which they signed agreements, and even then I posted that I thought there was a chance that Rambus would win.
Go invest in something you can put your hands on and understand completely like a Krispy Kreme (sp?) donut franchise. Anybody who lives near a donut franchise can visit the place, talk up the owner and get an idea of what is going on in their industry, eventually. But there is no way that you are going to chat up, for instance, a Tektronix oscilloscope salesman and get him to tell you what the engineers (at other companies) who bought their most expensive model (because they needed it to debug the RDRAM systems that were forced on them by their management) think about Rambus. You're not in the loop.
-- Carl |
