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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.06+1.7%1:53 PM EST

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To: MileHigh who wrote (15391)2/10/1999 5:39:00 PM
From: Shibumi  Read Replies (3) of 93625
 
Please believe that everything I'm about to say I'm saying respectfully. Regarding your posting

>>I am not a techie. I have noticed though when reading posts from all over SI from tech inclined people, that even these posters are all not sure of how RDRAM will actually perform in PC's. My point is that, they all argue about RDRAM -vs- SDRAM as it relates latency, pin count, cost per pin, etc...and not many of them can say definitively how RDRAM will perform in an actual PC.

We will have to wait and see actual performance tests to find out "what is real and what is Memorex". <<

I have to shake my head at this. Everyday on this thread I read posts that claim to know where a stock's price is going in the next hour, day, week, month, year, or decade. People use various components of TA, and for that matter, as far as I can tell, they cut open a chicken and check out its internal organs so that they can tell the future.

Look...I guess I am a techie, because I do understand how microprocessors and DRAM and systems and software work. And here's what I do know. Even though understanding performance is very difficult because it depends on microprocessor speed, cache size, cache line size, DRAM bandwidth and latency, application footprints, and the like -- on average, RDRAM will speed up the computer. Each version of Rambus product, for the next 7-10 years, will do so.

Could I be wrong? Obviously, I could. But I've got to tell you, it's a lot easier to make this judgement than to do what many people claim to do everyday -- predict short-term stock movement. And in fact, it's a lot easier to make this judgement than to even predict intermediate- and long-term stock movement.

This is what underlies my "bet" on Rambus -- a bet I'm increasing week by week on its weakness. I can't predict how most Rambus buyers/sellers are going to feel when they wake up tomorrow morning, but I can predict with reasonable confidence the technology and the competitive situation.

Again, I mean all of this respectfully -- I just wanted to get this off my chest. Sorry about the waste of bandwidth. :)
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