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

To: Victor Lazlo who wrote (36051)	12/29/1999 1:04:00 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi Victor Lazlo; I don't work for Rambus, or anybody who competes with them or even uses their products, nor have I ever. I do not currently have any investments in RMBS short or long, or in its derivatives. I have no financial connection to Rambus. I don't know anyone who works for them, nor do I know anyone who works for a competing company. But I do know a lot more about the technology than the vast majority of the people who own the stock. I was long RMBS for a very brief period this past year, as documented on this thread. I made money. On fundamentals, I would be short RMBS now, but there are too many people out there buying stocks in this over heated market. Shorting is hazardous. Before the Camino was released, I repeatedly posted that I would be amazed if Rambus in PCs were actually put into large scale production without big production problems. In that prediction, I was entirely correct. Bug me some more, and I'll post links back to my predictions. I was entirely correct, and I am quite proud of this. I'd love to rub my predictions back in the faces of the people who said that I was wrong because Intel doesn't make mistakes. (And similar ad hominem arguments.) At the time I made my predictions, there were plenty of people at DELL, GTW, and the other box makers, who knew that RDRAM was a disaster in the making. I did not have any contact with any one working for any box maker at that time. I concluded that the technology was a disaster in the making simply by reading the data sheets on it. Since my prediction came true, I have posted very little on this thread. The technology is dead, and nothing more really needs to be said about it. The fact that Intel is cutting Rambus out of the next generation memory deal is simply a part of the culmination of what I told you guys would happen this past summer. I don't have any financial reason for telling you this. In fact, most posts on SI have very little to do with the financial motivations of the poster. I posted these predictions on this thread simply so that I could say "I told you so!" after the crap hit the fan. Now, the crap has hit the fan. And to all the RMBS bulls, I told you so. -- Carl P.S. As long as we are remembering back to what we posted about on this thread over the past year, I would like to point out that it was me who showed that direct RDRAM used too much power to be considered as a solution in the mobile PC market. I would like to note that my calculations were largely correct, and that the bulls were wrong, and that Intel has now cancelled its plans to support direct RDRAM in that market. I told you so.