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

To: mishedlo who wrote (42307)	5/16/2000 9:22:00 AM
From: Bill Jackson	Read Replies (2) \| Respond to of 93625

mish, That reminds me the famour Admiral who put his telescope to his eye and said; "ships?, I see no ships" He had put the telescope to his blind eye, as have you. Bill

To: mishedlo who wrote (42307)	5/16/2000 9:34:00 AM
From: Dave B	Respond to of 93625

Mish, Re: Bill Jackson. Let it go. There's no substance to his posts to argue with (just vague innuendo). Check his posting history to see which companies he likes (hint: starts with an 'A'). Dave

To: mishedlo who wrote (42307)	5/16/2000 10:48:00 AM
From: Bilow	Respond to of 93625

Hi mishedlo; You wrote: "Who really knows what its problems are except Carl who doesn't think it has any AND ALWAYS WANTS MORE TIME!!!!!!!!" This would possibly imply that my predictions for the big moment of truth for Rambus vs DDR have been slipping month for month. So I went back to late last year to see what I actually was saying 6 months ago. In short, my schedule hasn't slipped. It's just that it takes time for the industry to produce products. It is very obvious to design engineers what next year's products are going to be like, just as it is obvious to fashion designers what next year's coats are going to be colored. It's the general public that finds out late, not the designers. So here are some dated quotes from me on this thread: November 26, 1999 Sales of memory in 2001 are largely determined by design wins in 1999. Rambus died in mid 1999. You won't see product from early 1999 design wins until 2000, so you will see new products coming out that use Rambus. But that is a lagging indicator. The leading indicator is what design engineers are doing right now, and they know that Rambus is dead. Nintendo is just the tip of the iceberg. The vast majority of memory design wins go unmentioned in the press. The loss of the most important Rambus customer should indicate to even the most hopeful long that the technology is dead. You'll see the DDR-II when the design wins it is picking up start shipping. #reply-12107435 November 29, 1999 The Hyundai guy is speaking the truth. Memory is going over to DDR. Intel lost. Rambus is quite dead. The company will remain, but the royalties are going to dry up, probably within 5 years, though the trend will be quite obvious by the end of next year,[i.e. end of 2000]#reply-12138310 December 17, 1999 Hi dpk; As long readers of this thread are no doubt well aware, I believe that Rambus, as a dynamic technology for the future is dead, dead, dead. In fact, I've posted to that effect many times, complete with extensive links to articles in EE-Times. I still think that the technology isn't getting much in the way of new design wins (which is distinct from design win announcements, in that design wins come first), all we see now are the spasmodic involuntary movements of the technology's death throes. I know that memory designers are running away from this technology about as fast as they can, and I base my knowledge of the subject on the fact that I design memory for a living (when I'm not trading). #reply-12314399 December 21, 1999 I am not saying that there will be no shipments of product containing it. What I am saying is that new design wins are not happening. I am not saying that the manufacturers have stopped pushing the technology, only that the design engineers are not seriously considering it anymore. #reply-12345679 December 29, 1999 Thanks for the wish for savory satisfaction, I have already taken a good bit of it, and I expect to get a good bit more of it by this next summer [i.e. summer 2000] ... [Re graphics] But new design wins in that market are going to specialized application specific DRAMs such as 32-bit wide DDR SDRAMs. Rambus is frozen out of that industry. #reply-12404040 Another note on the situation in graphics from some time ago: My schedule is not at all slipping, and I never, ever, ever asked for more time. -- Carl