Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: StillHolding who wrote (87541)	1/1/2004 1:17:01 PM
From: pompsander	Read Replies (3) of 93625

Carl added a lot of valuable information to the thread about the technological aspects of the DRAM world. I valued and still value that perspective. Don Green brings lots of valuable articles and outlooks to the thread. I value that as well. My problem with Carl is best exemplified by his post of August 2000 that I reposted yesterday. I just don't think it was valuable for him to declare that it was his job to tell everyone "i told you so". It ruined what credibility he had. This whole business is a million shades of gray. I don't know how it will play out three years from now, but the only certainty is that Rambus will not be at $30/sh. on 12/31/06. The ultimate key to Rambus success as an investment may have little to do with RDRAM as a superior technology, but instead to the amazing leveraging ability of an IP company with a solid patent portfolio covering both past and current uses. What will Mr. Market pay for that? For me it is not about the technology, it is about the cash flow.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next