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: pompsander who wrote (27976)	8/28/1999 3:56:00 PM
From: pompsander	Respond to of 93625

Dear Dan3..... I could never argue technical issues with you; I don't understand them very well. What I think you are missing, however, is that technology alone has never, and never will, determine the success of a Company or an industry trend. What we all debate on this thread takes many forms, some are technical, some are marketing, some are management, some are personalities. What everyone is trying to deduce is whether Rambus will have large net earnings in the future. Because, after all is said and done, that is what is going to move or sustain the stock price. And all of us are interested in that stock price more than we are in anything else! When you talk about the Athlon being faster than a Pentium, it doesn't impact on me. Why? Because I am far far more concerned with whether Intel has solidified its long-standing relationship with Dell. Why? Because if Dell doesn't sell AMD product, it doesn't matter how fast the Athlon is. Now, my earlier point, which you denegrated, about Intel bringing out a whole slew of new chips in order to recapture the debate on microprocessers was focused on marketing and management issues. If Intel provides a wide range of chips, chipsets, motherboards etc. at price points which make the OEMs happy and give them something to sell into the Fall and Christmas seasons, then this is smart, focused management. That builds partnerships and sells product. Now, while AMD tries to build a few of the fastest chips around (let's see if they can; they never could before) Intel builds relationships and product lines and defends its turf. In the next eighteen months Intel will sell more product at higher margins than ever before. The Street knows it. That is why their share price is at an all-time high right before what is usually a weak time of year. Forget the technicals. Give me the profits. I'm an investor.