>>The bulls in this thread can not tolerate different opinion, they
call different as bashing.<<
Again, misinformation. I announced on this thread when I went long. Several weeks ago, I began working through quantitative information on this thread that showed the impact on Rambus of the latest SIA DRAM market forecast numbers (the SIA report released in early June). I did this based on some qualitative information posted by "Thomas Friend". I concluded that the DRAM market was drastically lower than the H&Q IPO numbers had forecast, and that for Rambus to see the degree of upside many were forecasting, that they'd have to break into the general semiconductor market.
I never once got anything but a rational response from people. And while I'm disappointed that I couldn't get additional information about what folks saw as potential uses of RDRAM in other parts of the semiconductor market (particularly embedded processors), it was interesting to see quantitative forecasts based on overall semiconductor market penetration -- I'm still trying to justify to myself Rambus penetration of the overall market.
The reason that you and a few others are getting treated with very little tolerance is that you are jumping into this thread, demonstrating very little knowledge of the company or the market, making statements that are demonstrably false (e.g., the price was in the $20's a few weeks ago, no one at Rambus can design a simple memory subsystem for a computer, etc.), or making insanely inane comments like "...great technical response -- Rambus still sticks..." (note: I know that most of these aren't your statements -- I'm just responding to your "lack of tolerance" statement.
Gary, I appreciate the fact that you believe Rambus is overpriced. Just to let you know that there can be other opinions -- I announced my initial buy on this thread several months ago at roughly $42 and stated that I believed that the stock would undergo unpredictable and very rapid price increases based on news stories in the next few months as more people picked up on the story. Now...certainly Rambus might go down...I actually decided not to double my position two weeks ago because of the continuing downturn in the DRAM market...but there is a compelling future story for the company. Is there risk? If there weren't, we wouldn't be having discussions.
To summarize: I've found that people on this thread do a great job of tolerating other opinions, they just do a poor job of tolerating ignorance, malice, and/or stupidity. |
