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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: grok who wrote (29750)	9/17/1999 3:08:00 AM
From: The Prophet	Read Replies (2) \| Respond to of 93625

QCOM revisited. This exact debate, about a war between a preeminent technology (CDMA) and an intermediate technology (GSM), played out from 1997 to 1999 between QCOM and ERICY. QCOM's stock languished in a trading range between 45 and 70 for these two years while the "analysts" and amateurs argued the case. Though the weight of the evidence was heavily in favor of CDMA, it was not until ERICY officially capitulated in early 1999, that the truth set QCOM free. Those who understood the issue before the capitulation were rewarded with a 600% gain. Those who were lazy or cowards, were not. Once again, we see history repeating. RMBS will prevail because, just like CDMA, in the long run it is the technology of choice. Further, the investments by the RAM makers have been made and economies of scale will soon make any price differentials negligible. Finally, marketing muscle will soon be unleashed the likes of which DDR is not expecting. To the few brave and patient, your reward will be well deserved.

To: grok who wrote (29750)	9/17/1999 1:51:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

KZ, <I don't know why I bother making these all these posts and reading all these posts. What a waste of time! I'm sure that the longs wish that me, and Dan3, and Bilow, and a few others would just go away so they could just cheer each other on without any contradiction. I'm going to bed.> Not at all, not at all. I wish, though, that we could separate the Intel vs AMD issues from the Rambus issues. AMD and Intel make the same types of decisions -- which type(s) of memory to support. Intel just didn't go your favored way while AMD did. I would hope we could think of this in a "Rambus Design Wins" mode. Whether you like the companies or not, Rambus now has design wins at Intel, Sony, Nintendo, and a variety of companies that unclewest has kept better track of than I have. In that light, they're building a very strong base of supporters, which is why we believe the company will be even more successful long-term. If you go back through even the posts of the bulls, you'll find doubts expressed. I've said a number of times that a) I'd be out of Rambus if Intel showed any serious lack of support for RDRAM, and 2) by 2001 at the latest, I want to know what markets besides DRAM they'll be tackling. If there aren't any, I'll be getting nervous because their revenue growth will slow and eventually they'll be tied to the ups and downs of just that industry. Not a pleasant thought. But don't go away. Let's just please try not to demonize or evangelize the companies that have decided to support or not support RDRAM (on either side). Dave