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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (7274)	10/1/1999 5:26:00 AM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

Wow! that is scary. If I was in Rambus, I would be checking like hell on that comment! I think that was the intent of the poster. To encourage some movement and fear. For those who did make the early step to buying shares of RMBS before the true chasm was crossed it will be interesting to look back at a ten year chart to see how significant (or insignificant) a few months of having to wait will be on that chart. I'm not saying that once the chasm has been crossed that it is smoother sailing. We all know that the Gorillas have always had an endless watch group of pundits. Rambus will never be any different - regardless of the outcome. It would be interesting to compare the charts years down the road (if Rambus crosses) to see what the difference would have been being early in terms of buying before any chasm crossing took place and buying after the chasm cross is completed. How much the risk/reward of being early to Rambus compares to the manual's direction of waiting until the 'coast is clear' so to speak works out in $$$$ terms might be an interesting study for us to include in the future. The same would apply to other plays currently being discussed that fit the 'being early' criteria. If the microprocessor business is truly intent on increasing the throughput speed for memory/CPU combination - it will eventually be solved. We could question for years if we really needed the improved speeds. However, it might prove to be futile questioning because it is and will happen. Whether Rambus is the path or not - the memory speed will increase. Back to the game or strategy. Once the kinks are all worked out and some chasm crossing signs jump out - the direction will be clear enough as to where the money, if any should be invested. We shouldn't lose focus that the GG is certainly not all home runs. The few hits make up for the strike outs and every pitcher throws their own unique junk at we GG batters. Talk of worry about two quarters or even a few more than that as 'dead money' seems awfully short sighted to me as a LTB&H investor. Whether it be a King, a Gorilla or a possible chasm cross candidate. Stories of buying at 100 and selling at 64 for a 36 percent loss may turn out to be a valuable lesson or a premature action on FUD. Time will tell. Then again, we all have different objectives when it comes to time. The lesson has been learned with Rambus in a 'classic' sense. How the lesson continues will help our focus in the future. BB

To: LindyBill who wrote (7274)	10/1/1999 12:01:00 PM
From: JRH	Read Replies (1) \| Respond to of 54805

Die-size penalties are over 25%, yield is less than 50% I heard the same things from an ex-RMBS engineer. Evidently, chips that have RMBS support built in are super super sensitive during the manufacturing process and are much more prone to errors because of this, thereby reducing the yield of good chips that are produced on the wafer. and performance is less than PC100 My contact also mentioned this. He says that RDRAMs work well with chips that require streaming data (such as video cards, video chips, etc.), but when bursting data (which is what a BUS would do most of the time, I presume), performance is actually less than than current PC100. This helps explain why Nintendo has been a large advocate for RDRAMs. I have also heard rumors that Intel is attempting to find a workaround to using RDRAMs because of the high prices. However, that is an unconfirmed rumor. BWDIK, Justin