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

To: blake_paterson who wrote (42685)	5/21/2000 9:19:00 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi blake paterson; Re Rambus and extreme conservatism... Partly, I agree with you about this. In its official press releases &c., Rambus has been conservative, I believe. I don't think they have really pumped their stock to the financial community. What they did instead was to publish a collection of misleading articles about the technical issues. It is quite likely that in informal conversation with analysts and the press they deliberately misled them as to the advantages and disadvantages of their technology. This is quite understandable. Why should Rambus have to be the one that publicizes their alternatives? But it did leave a lot of people with a confused understanding as to the strengths and weaknesses of their technology. As an example, read through the white papers on their website: rambus.com The list is replete with claims that Rambus is a great solution for market segments that the company was pushed out of, including: Graphics, Servers, and Mobile. That a Rambus manager publishes quite misleading articles under the cloak of even handedness within weeks of his leaving the company should be taken as an indication of something. Maybe it's just an indication that the company is good at barely skirting the law. In any case, I expect that they will be the subject of shareholder lawsuits within the next 24 months. Isn't Anandtech supposed to supply part 2 of his last week's article tonight? He got blasted by his fans for part 1, which had every appearance of having been dictated by a Rambus PR person. -- Carl P.S. There are ways of misleading people without actually telling them things that are not true. For instance, this post: The part that caught my attention was the comment by the CFO of $1 billion in revenues by yr 2000. I'm not exactly sure how to interpret it - whether the $1 B applied to RDRAMs sold by rmbs customers or whether it is revenues to rmbs (I got the latter impression). #rely-1625274

To: blake_paterson who wrote (42685)	5/21/2000 9:32:00 PM
From: Eric K.	Read Replies (2) \| Respond to of 93625

Bubba-- I am sorry to break this to you, but Carl is not an investment advisor or your inside connection to the memory industry. Having his qualifications (whether a janitor or a materials science professor) should have nil effect on your valuing of his statements. There are a lot of PhDs that post on stock bulletin boards that offer no insight whatsoever. In fact, because they know that they are intelligent and get a lot of respect for past accomplishments, they tend to say a lot of wrong and/or meaningless things and not care. The point of the posters on these boards is to provide numerous biased viewpoints for you to analyze and consider. I think it is a fallacy to judge the people offering opinions, rather than the accuracy or validity of opinions in regards to a company. -Eric PS: Do you trust a broker or an analyst because he or she has an MBA?