Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Joe Donato who wrote (25352)	7/20/1999 1:53:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

>>I do not argue that Rambus has interesting technology, but I would argue that this stock is EXTREMELY over valued.<< Finally, it ALWAYS comes down to this argument. That's why it's called a market. bp

To: Joe Donato who wrote (25352)	7/20/1999 1:57:00 PM
From: Dave B	Respond to of 93625

Joe, the same argument could be used to support the virtues of Betamax over VHS or for that matter Linux over Windows You've hit on exactly the reason RDRAM will win. Just as Linux may be a better product than Windows (I don't know Linux, but we'll say it is), it will still lose because of the force of Microsoft behind it. Beta lost because Sony didn't set up the infrastructure and partnerships to support it. Intel and Rambus have done exactly those same things -- Intel's force in the market (versus Via, AMD, and Micron? Don't make me laugh) and the partnerships and infrastructure that are in place (versus what for DDR DRAM? Nothing) is exactly why they'll be successful. They've executed very well, with the small exception that new technologies often run into delays. The Camino delay and the potentially slower ramp for RDRAM are very normal in this business. I do not argue that Rambus has interesting technology, but I would argue that this stock is EXTREMELY over valued. Your first post addressed the technical issues and the need for Rambus (with one sentence about valuation). That's what I was responding to. We can argue about the valuation for the next 2-3 years until someone's finally right, but I doubt that would be very productive. Everyone has to set their own threshholds. Good luck. Dave

To: Joe Donato who wrote (25352)	7/20/1999 2:08:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

>> you don't see the pentagon investing in huge catapults!<< joe, finally a subject i understand. sure the pentagon has new huge catapults. we went from man operated catapults to bullet launchers (rifles), to small bomb launchers (mortars and artillery), to big bomb launchers (b-52's and rockets). yes the catapult is alive and well just looks a little different. kinda like the horse to the horseless, or the abacus to the sliderule to the puter. interesting to note that in all catagories speed is increased with every improvement. unclewest