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

To: Bilow who wrote (43711)	6/8/2000 4:29:00 AM
From: NightOwl	Read Replies (1) \| Respond to of 93625

You may be right about Dataquest. But my guess is the soon to be released 815 chipset. If you are correct about 3D (Deadx3) RDRAM, it will be the beginning of the end game for RDRAM and a much bigger news event than the DRAM forecasts. INTC will then have its alternative just like everyone else. If the year end shows greater 815 sales than 820/840/8xD flavors as a group. The game will be over for all but the die terribly hards. But of course, I have been wrong before. 0\|0

To: Bilow who wrote (43711)	6/8/2000 8:44:00 AM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

Good Evening Carl: Looks like you spent most of your afternoon posting...how come? Aren't you being invited to AMI2's strategy meetings (ggg)? You might want to get on a plane, leave Taipei and come back home to the good ol' USA if this is the case... This here reply to your post is my $5 - 6 contribution to your plane ticket home. Hurry, you might still have time to catch the night flight! Regarding your latest opinions: <<(1) Maybe Sony did design RDRAM out of the compact PS/2.>> Expanding embedded DRAM from 4 - 32 (or 64, for that matter) equals a design loss for RMBS? Statements like these are why you have no credibility. <<(2) Problems with the Hitachi lawsuit?>> Nobody said problems. Conscientious shareholders (yes, even Mom and Pops) need to track its progress, that's all. And, by the way, after the first inning it appears to be RMBS 3, Hitachi / Sega 0. <<(3) Dataquest releases DRAM production estimates every 6 months, and is due about now. See my post detailing how they have had to reduce RDRAM estimates for 2000 drastically in each of the past three releases... (And I will post "I told you so.") >> Go ahead, tell us so. Anybody with a rudimentary sense for business (yes, even Mom and Pops) knows that when new technology / product introductions are made, it takes 2 - 4 times as long and costs 2 - 4 times as much to reach your milestones than even the experts ever thought it would. Venture Capital 101; Marketing 101. Go read G. Moore's books. Or any New Venture Creation books. Or even better, go start a business. For this Bubba, at least, that Dataquest reduces the growth rate of RMBS market penetration will not weaken my hands one iota. All in good fun, Blake "Bubba" Paterson PS: What is your job description / responsibility? What kind (and size) of company do you work for? No names or dates are requested.