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

To: Dan3 who wrote (41501)	5/7/2000 5:24:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Dan3, Welcome back! Did you come back to do some more bad math for us? Carl doesn't make oracle like pronouncements. He explains exactly why he has concerns regarding technical aspects and gives many links to backup his discussion. "Dead, dead, dead" is definitely an oracle-like pronouncement. Carl says that no one is designing RDRAM into new projects. I'm not sure how he knows that, sitting in his little corner of the Great Pacific Northwest. Does he lecture in Chicago? Do book tours in Atlanta? Give presentations in Taiwan. Handy and Iwanyc travel more, meet more people and are much more heavily involved in the industry than Carl could ever hope to be (unless he proves me wrong by showing me his lecture series, his book tours, etc.). He doesn't just say "Rambus will own 10% of the DRAM market in 1999" like those analysts at Dataquest did. He carefully explains why he doesn't expect that to be the case. Actually, he usually arrogantly explains things, and oftentimes he's incorrect. I'd rather trust someone who has some real contacts with the memory manufacturers, and to whom people tell their detailed future plans than to someone sitting in a cubicle in Seattle or wherever. Nevertheless, I suggest you ignore Carl, comply with your own analysis I'd love to but he keeps posting...garbage...that has to be responded to (see the most recent tongue-lashing by Plaz). I'm just trying to understand why he should be considered a credible source. I'm looking forward to his response rather than a bunch of wannabes who come to defend him. I doubt you know much about his credibility either. If you do, please feel free to post his bacfkground and accomplishments so that we can all put our unbending faith in him as you do. and shift all of your assets to Rambus stock. It will serve you right. Thanks, I did. I caught most of the run from 85 to 471. I was out from 113 to 203 while we were on vacation (given the volatility, I didn't want to own it while we were gone), and then sold everything at 440-447. I had a few small losses on the way back down ($5 to $10 each for 2 or 3 trades). Most recently I bought again at $170, $180, $196, and $212 and sold at $225 for a tidy, what, 1 to 2 week gain. I'm flat now. Luckily I don't listen to Carl, otherwise I'd believe that RMBS was "dead, dead, dead". Now why don't you go back to the AMD thread. If you won't bother us here, I promise not to bother you there. Dave

To: Dan3 who wrote (41501)	5/7/2000 5:48:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

Dan3, Let me put it another way... Carl was more than happy to rip apart the credibility of Jeff Mitchell of dramreview.com when he "discovered" that he was an ex-Rambus employee and to claim that the credibility of Semico was so much more significant. So I'm just trying to understand why the same situation doesn't apply here -- why should Carl, who has little or no interaction with the industry as far as we've seen so far, be considered even remotely credible when compared to the Dataquest analysts who lecture, write books, have patents, participate in memory forums, visit companies the entire DRAM value chain, and are intimately involved with the industry? Go any answers? Dave