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

To: Zeev Hed who wrote (39650)	4/12/2000 10:40:00 AM
From: The Prophet	Respond to of 93625

Don't forget, Zeev, that some of the patents in question were not issued until mid to late 1999.

To: Zeev Hed who wrote (39650)	4/1/2001 4:24:07 AM
From: Bilow	Respond to of 93625

Hi Zeev Hed; Almost a year ago, on April 12, 2000, you wrote: "Carl, careful with these numbers, Toshiba alone is planning to reach production rates of 10 MM DRDRAM IC per month, three others are in ramp up mode, and another three will be in production in the second half, thus 100 MM this year, is not so so impossible." The odd thing about your statement was that I was talking about Rambus' predictions for 1999 RDRAM production, not 2000. In fact, 100 MM production out of a total DRAM production of 6000MM would be around 1.6%, well in line with what the most conservative industry estimates were. But anyway, by my count, you were saying that there would be seven memory makers in production during the second half of 2000. Okay. Now that we're halfway through the first half of 2001, who are those memory makers? I still find only Toshiba, Samsung and Elpida making the stuff. -- Carl P.S. I should revisit what I wrote back then: Bilow, April 12, 2000: "In the mean time, I am going to concentrate on the dramreview web site, while it is still there." Result: Dramreview closed down, as predicted: dramreview.com A new Rambus pump site, Rambusite opened up and copied all the DramReview files over, but they haven't updated them since the closing of the DramReview site. In addition, the man responsible for DramReview is now being deposed by Micron in its suit against Rambus. I'd like to hear what Micron is asking him... See #reply-13405397 for a description of the connection between Rambus management and DramReview.