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

To: richard surckla who wrote (36189)	1/4/2000 12:05:00 AM
From: Bilow	Read Replies (4) \| Respond to of 93625

Hi richard suckla; I went back through the thread for early September, when I warned you guys that RDRAM was going to have problems. Of course you guys ignored me, and missed the big opportunity to get short. In order to remind you guys of these predictions, I am quoting from myself here: Sept 7, 1999: "I have to say that the rambus technology is pretty much doomed to have massive problems in yield and production, and probably problems in the field as well. I doubt that you will ever see rambus chips within 20% in cost to either PC133 or DDR. This will turn out to be one hell of an expensive blunder." #reply-11173315 "My guess is that Dell will begin shipping rambus based machines soon, as announced. My only note is that this whole direct rambus for high end computers kick has had a lot of unpredicted delays in the past, so investors should not be surprised by delays in the future." #reply-11173198 In the same post, I gave you guys the opportunity to nearly double your money in AMD, instead of lose it in RMBS: "What I am predicting is that AMD is going to pick up a lot of market share at the high end, due to increased costs to those using INTC CPUs. I think that this will be a very serious problem for INTC by 3Q00, and that they may reconsider their lack of support for DDR between now and then." #reply-11173198 Now, the guy who told you that AMD was going to romp on the high end, and that Rambus was going to have cost, performance, power consumption, and reliability issues, and that Intel was likely to develop DDR chipsets is telling you that engineers are no longer designing in RDRAM chips, and that this will become apparent around 4Q00 (and not really much before then). Go ahead and ignore my predictions. Zeev jokes that I've been wrong before on these things. (Zeev, you've got a link that shows this?) -- Carl P.S. Why don't you go back through the thread and find a useful prediction you've made? I've never seen any. I really don't think that you know much about the industry, and are therefore not in a position to make any sort of useful comment whatsoever.