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


To: Scumbria who wrote (43938)6/10/2000 10:50:00 AM
From: blake_paterson  Read Replies (2) | Respond to of 93625
 
Scumbria:

My credibility with you is of no importance to me whatsoever. Sorry to disappoint you.

There are people who are expressively honest about their reasons for posting here, while others are not. I think you know exactly what I am referring to.

BP



To: Scumbria who wrote (43938)6/10/2000 11:11:00 AM
From: blake_paterson  Read Replies (1) | Respond to of 93625
 
Talking about credibility, lets take another look at Carl's post:

<<To: Ted The Technician who wrote (43886)
From: Bilow Friday, Jun 9, 2000 7:09 PM ET
Reply # of 43940
Hi Ted The Technician; Dell to cease marketing the bus???
Analyst report with a rather remarkable sentence:
Later, the second shoe fell as Dell quietly noted that it would cease marketing Rambus-based PCs for the foreseeable future.
safehaven.com
....>>

Now, Scumbria, try CLICKING on the link!

ROTFLMAO! At least Safehaven is trying to re-establish some journalistic credibility!

LOL! I've got tears in my eyes from laughing so hard...

BP



To: Scumbria who wrote (43938)6/10/2000 1:58:00 PM
From: pompsander  Read Replies (4) | Respond to of 93625
 
In fairness to Bilow (at least a little) he did point out that the allegation that Dell was dropping Rambus was clearly wrong. However, he did not point out the absurd and poorly researched points in the rest of the article. It certainly could have spooked anyone not familiar with the whole debate going on right now over RDRAM/DDRDRAM, etc.

Scumbria, you point out that RDRAM may well show its real strengths, and add true value to the Intel world, as CPUs near 2 gigabytes in speed. If so, when do you think that time will arrive? Should it ever need to arrive? While the debate about needing a Willy with 1.4 Gigabytes has yet to rage, but will late this year or early next....can we extend the logic to the technical sweet spot in your thoughts, where Rambus really may shine. If I could get voice-recognition software on a desktop platform integrated with my normal Excel/Word tasks, I would welcome it. Is this a CPU issue? A software issue? A CPU/Memory issue?

Let's say, for arguments sake, that Intel expects to market a 2.3 Gigabyte CPU in 2003 which will provide genuine verbal query and response capabilities for most major software uses. Gamers would go wild, of course, but if I could sit in my office and call up: "Letter - Dawson Template - Standard Address - Dear Bill" etc. and bang out my formal correspondence and e-mails, I would do it in a flash. Likewise, spreadsheet manipulation - wow!

I am not a technician, but if Intel sees this as a part of its continued future integration into the business lives of its millions of customers...and Rambus will, by 2003, make it a reality where it could not have been with a competing technology, then the investment made now, including the grief everyone has suffered in the birthing process, will look very smart in retrospect.

Agree? Or is it a dead end argument.