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

To: blake_paterson who wrote (43557)	6/6/2000 8:31:00 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi blake paterson; Okay, I will briefly (but only briefly) descend into the fantasy world of the anti-Rambus conspiracy theorists... All these major world companies are arrayed against Rambus. There is no way that Rambus will be able to get a fair shake! Just look at all the companies that are putting out DDR hype just to bring Rambus down! Only brave Intel has the guts to support the true and efficient technology, and we all know that they've been having little problems with execution recently... What do they say, once = happenstance, twice = coincidence, thrice = enemy action. Maybe the Anti Rambus faction has been sabotaging the Intel chipset designs! But I've gotten off track! (Symptom: inability to hold a train of thought, maybe a little mania thrown in there with those delusions...) Oh yeah. Clearly the memory makers are arrayed against Rambus and will go to any length to bring them down. That means they will even refuse to produce RDRAM chips. The only thing Rambus can do is to make the chips themselves. But that would take billions of dollars, and would wreck the beautiful concept of RMBS as a pure IP play. In addition, the memory makers have tens of thousands of patents on DRAM, how could Rambus hope to get rights to all those interlocking patents? Upshot of all this: If you really believe the Anti Rambus coalition story, then you ought to be out of this stock and probably short it. -- Carl P.S. The above was written with tongue firmly in cheek. There is no anti-Rambus coalition. The simple fact is that Rambus' technology reeks. If even Intel's best efforts to push RDRAM failed, you know the technology had to be really bad. By the way, I first posted to this thread that Intel was making a big mistake by getting tied up with Rambus nearly three years ago: #reply-2082162 (Actually, at the time I had more faith in Intel and didn't think that they were really going to make the mistake of losing the majority of their chipset business by such a foolish decision.)