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

To: Bilow who wrote (42678)	5/21/2000 7:52:00 PM
From: blake_paterson	Read Replies (2) \| Respond to of 93625

Carl: Very well written, my friend, but way overdone. I suggest you try looking into buying retail stocks, for example. Easy stuff, huh? Not if you want to predict their price. Less volatile, yes. More predictive, no. Likewise AOL. Easier to grasp than RMBS? I think not. Every stock is a challenge my friend. Who can predict where Pier 1 will be in 5 years? 2 years? 6 months? RMBS the stock is no different. RMBS the company is extremely conservative, both in what it publicizes, and what it promises, IMHO. Sort of the antithesis to a Brocade (BRCD). What PR's / statements / claims of RMBS do you find misleading? Regarding your claim: "The buyers that have the full freedom of choice regarding memory purchases are the electronics engineers who design the memory systems themselves, and it is their perspective that I have brought to this thread." Pretty heady stuff there. If you insist on making this claim, then please be so kind as to share with us your current job title and description, plus the revenues and general description of business (of your current employer). You don't need to use names (employer or yours) so as to protect your privacy. My real name is Blake Paterson, and I will show you all of my particulars if you require a quid pro quo. Bubba PS: One of my cardinal Internet rules is to never trust anybody who hides behind a pseudonym.

To: Bilow who wrote (42678)	5/22/2000 6:26:00 AM
From: John Walliker	Respond to of 93625

Carl, The buyers that have the full freedom of choice regarding memory purchases are the electronics engineers who design the memory systems themselves, and it is their perspective that I have brought to this thread. It is those buyers who choose what the next generation of computers will use, and it is on their decisions that the fate of Rambus rests. Hint: They don't like Rambus. My experience is that electronics engineers in large corporations have to work within policy constraints and do NOT have total freedom in choosing components. In very small companies, of course, things are different. John PS Please, please stop going on about "mom and pop"