Reno,
It's amazing that one who shows such a complete lack of understanding is so certain of a stock price direction.
By the way, Rambus is not a semiconductor stock. They sell memory. Cymer and Micron Tech are both semiconductor stocks. Like, duh.
Rambus sells rights to its architecture and services (to a lesser degree). It hopes that others sell memory based on its architecture so that eventually it may have earnings. Micron does sell memory - just not at a very large margin.
After that faux pas (French for "you put your foot in your mouth again), <G>, you went on to say,
You knew what I meant. Anyway, Rambus has no competition and Cymer does.
Got that one backwards too. Cymer is the clear leader with real products, real sales and real profits.
RMBS, on the other hand, in the PC market hopes to have a product in 1999, hopes that memory makers will use it, hopes their competition will go away. The DDR DRAM folk have a product today. The SLDRAM folk will beat RMBS to market by a year. MOSAID will sample SLDRAM chips 1Q98 - see story in my recent RMBS thread post.
Reno, If you have any facts to add, we'd love to hear from you. If you have further misundestandings, we'd be happy to educate you; but if you're only interested in spreading FUD, you picked the wrong thread. There are too many posters here who have a thorough understanding of the companies and the technologies.
By the way, was your RMBS post correct? Did you really keep all your expensive RMBS shares? It seems that it's down about $20 since that post. Duh... Ummm...
Have a good day, (just have it elsewhere ;-) )
Ian. |
