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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: Estephen who wrote (1319)	3/3/2000 8:06:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 2039

Estephen: I am always reading looking for the next RMBS. I haven't found that yet but I noticed this firm which parrots RMBS business model hook, line and sinker. I wonder why they havn't been sued by RMBS like Hitachi. jazio.com Any comments or is thread still infatuated with the runup. john

To: Estephen who wrote (1319)	4/11/2002 9:05:17 PM
From: Bilow	Read Replies (1) \| Respond to of 2039

Hi Estephen; Back on March 3, 2000 you (spelling corrected) wrote: "Micron is Rambus's greatest detractor. Actually, I should say Steve Appleton, CEO, is Rambus's greatest detractor. Because of him Micron is seriously behind all other major competitor in the Rambus market. Micron predicting 25% Rambus market share in 2002 is a major defeat for Appleton, who previously said it would be a niche product. He failed to foresee and prepare for the market trend. Asian companies are reaping the cream prices right now for Rdram and Micron gets nothing. Micron will have to enter the market at much more competive prices. Samsung and Dataquest are predicting around 16% Rambus this year and 50% next year. Well two years have gone by and every prediction you made in the above turned out to be completely wrong. No wonder you got creamed by the stock. -- Carl