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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.08+2.4%3:59 PM EST

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To: hdl who wrote (87427)12/22/2003 6:44:19 PM
From: Bilow  Read Replies (2) of 93625
 
Hi hdl; Re: "Is Bilow credible? He denies 4 point drop had anything to do with his coming out of his spider hole!"

This is typical Rambus enthusiast logic. Everything, but everything is somehow connected to the price of Rambus stock. Hey, I usually ignore posts that are empty of reasoning, such as yours, but I do reply to them every now and then, like I did with this one.

But the thing to note is that your post truly is empty of content. There really is nothing worth replying to here, and this fact is, in a nutshell, the problem with Rambus.

Contrast your post with the ones I replied to the other day. Semi_infinite had a comment on "slide #23" of the Velio presentation on logic trends having to do with pre emphasis. ( #reply-19602332 ) That's my area, logic and how to make it work. Jdaasoc had a comment on how an old Rambus supporter still felt that memory bandwidth was cutting performance for supercomputers. ( #reply-19604014 ). Again, that's what I'm here to discuss.

A lot of mom and pop investors are focused solely on the stock price these days. I can understand their lack of willingness to discuss the technology. They (or their predecessors) thought they understood the memory industry 4 years ago and concluded that RMBS was a bargain at $150 per share.

Maybe they figured out how little they knew about the technology and the industry that uses it. Or, more likely, they've moved on to hopes that the court system will award Rambus significant royalties, and don't care about the technology anymore.

You were so clueless a year ago that you were still going on and on about how RDRAM was going to win the memory wars because it was so speedy. The death of RDRAM is something that Intel had already figured out in mid 1999, Bilow announced on the thread in late 1999, and most of the world knew was inevitable by mid 2000 when Intel roadmaps started leaking to the press. But here you were still beating the drum 2 years too late to wake up the corpse:

hdl, October 7, 2002
Are people so cheap they won't part with a couple of extra dollars for RDRAM? #reply-18083485

hdl, October 17, 2002
Computer shopper says Gateway 700s are greatest thing since sliced toast. And they use RDRAM. Check out top 100 products in Computer Shopper #reply-18125199

-- Carl
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