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

To: Daniel Schuh who wrote (40012)	4/15/2000 6:09:00 PM
From: Dave B	Read Replies (3) \| Respond to of 93625

Daniel, I don't know about BS detectors, but Rambus seems to have plenty too many BS generators around. The beauty of a democracy is that if you think this board is full of BS, you don't have to read it! Don't you love a system like that? Why not go to the AMD/INTC/RMBS thread and post there? No one's asking you to read this board and no one's begging you to stay. Why flog yourself? Is it a religious thing? That's the problem we have with most of the bears that show up. We know what our motivation is -- we want to make money. What's the motivation of the people who show up who don't think RMBS will make any money, yet continue to waste their and our time? It's always something, otherwise why abuse yourselves? That's what we have to figure out in the end -- what your motivation is for being here. OTOH, if you have something meaningful to contribute, like Bilow (occasionally) or Scumbria (both of who's motivations we understand as well), then by all means stay and contribute. But if your here to do the typical "this pig's going down, down, down!" BS, then you're wasting your typing time. On "stealing" Rambus IP, that's for the courts to decide, not the local BS generators. Of course that's for the courts to decide. You're the one who seems to be pissed off about the lawsuit, however. How do the courts decide if nobody files a lawsuit? This ain't Intel strongarming some little company here, though. The opposition has money to spend on lawyers, too. Did you read the notes from the annual meeting. Geoff Tate said that they were having trouble hiring lawyers themselves -- everyone seemed to be looking into the issue already. This is definitely not some little-corner-of-the-world issue. if Intel had just upgraded the BX to PC133 instead of trying to force Rambus down everybody's throats, they'd be looking a lot better right now. Intel has a much longer term view than you do. They made the decision 4 years ago to go this direction. They're not interested in solving next week's problem. SDRAM/DDR is a dead-end, evolutionary-only technology and they're looking much further down the road than you. I won't generalize this to all AMD supporters, but so many seem to be focused so near term. Maybe it's because AMD lives so hand-to-mouth. I don't know. Instead, you can have your 820/840 board with really expensive DRDRAM or with a really sucky translator hub. I'm sure Intel is proud and happy to be offering that choice. Giving the customers what they want, and all that. Again, short term thinking. Prices will come down, translator hubs will go away. As for giving customers what they want, the first potential customers for DRDRAM want raw performance. That's what they're getting with PIII/820/RDRAM systems. I'd be more than happy to post once more the PC World Top 10 Performance PCs results again (sorry, Scumbria <G>) that showed the PIII/820/RDRAM systems taking 3 of the top 5 slots (including an 866Mhz system beating the Athlon 1Ghz systems) with the #1 Dell PIII/820/RDRAM system receiving a score roughly 33% better than the best Athlon system. Guess what? Customers get the performance they want with PIII/820/RDRAM. That's what Intel has given them. As the prices come down, then the more price conscious customers will have a chance to share in the performance. You guys want everybody to pay 5x as much for their computer memory, that's your business. It's just entertainment to me. Actually, no one wants everybody to pay 5x for their memory. Ask anyone here -- we all would like to see the price come down. Sounds like we're in agreement on this. Dave