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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST
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To: tinkershaw who wrote (74796)6/22/2001 12:31:01 AM
From: Skeeter Bug  Read Replies (2) of 93625
 
>>From my calculations, at this pace, Micron has about 4-6 quarters of life if nothing changes (of course they'll try to issue more stock or take out loans).<<

i wish! ;-)

bilow is biased. the question is whether he is biased toward the truth or not and that is open to some honest debate - i'll agree with that.

my paradigm is that computers are already good enough with sdram for 95% of application. few people will pay much for barely any improvement (i can't type faster on si with a 2 ghz box!). if ddr was expensive, i'd nix it and say sdram would hang on for a long time. imho, it is no more complex than basic econ 101 - cost / benefit.

i view intel as a one trick pony. they view increasing speed as the key to more sales b/c it worked in the past. however, the game is changing faster than intel's best minds, imho.

we shall see. my guess is that inexpensive and good enough wins over expensive with barely noticeable gains on 95% of apps. i have read some articles that cast doubt on rdram's supposed edge in speed.

i also gotta say, rmbs management makes micron management look halfway decent. that isn't a good thing ;-)

be sure to separate personality conflict from stock analysis. best of luck.

skeets.
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