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


To: CoffeePot who wrote (38193)3/15/2000 12:57:00 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 93625
 
Stockalysis, did you read ANYTHING I wrote? I KNOW Hyundai is also an RDRAM supplier. So is Micron, even though Micron is one of the biggest proponents of DDR SDRAM, the so-called "un-Rambus." It doesn't surprise me, however, that they made negative comments about Rambus early this year and late last year. They tried to take advantage of the negative publicity surrounding Rambus at the time.

Now it seems Hyundai is going along with the rest of the crowd and ramping up RDRAM production. And Micron also announced they too will be ramping up RDRAM production soon. Heck, even AMD said that RDRAM remains an option for them, even though they've been rah-rah on DDR, perhaps to perpetuate their "Anything But Intel" image.

What you are seeing right now is a transition in the perception of Rambus, from negative to positive. Too bad it's already priced into the stock, or else you could have made a boatload of money. But your claims that it's all based on hype are getting old. This thread has already heard those claims back when RMBS had a hard time breaking through 100. Where are those people now who made those claims in the past?

As I said before, your negativity toward Rambus is nothing new. You're just a couple months too late.

Tenchusatsu