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

To: GVTucker who wrote (44131)	6/12/2000 9:36:00 AM
From: GVTucker	Respond to of 93625

Given that I am apparently one of the only people on this board that is not an engineer, I tend to think in terms of things in a simplistic way, perhaps overly so. But it seems to me that this whole thing can be thought of in terms of an analogy to two other 'revolutions' that turned out decidedly different. The first analogy to me would be the IBM microchannel fiasco. IBM had what is arguably superior product, but wanted to keep all the tolls in house. The industry rebelled, and the Gang of 9 basically insured that the world would belong to Microsoft in the fall of 1988. I think about this when I see Intel vs the DRAM alliance--a major tech power vs the world (i.e. the DRAM manufacturers). The next analogy bodes a little better for RMBS. Think about QCOM early on in the CDMA/TDMA/GSM battle. There was great debate about if QCOM could even sufficiently scale CDMA, the equipment was too expensive, the technology just flat wouldn't work. The technology was revolutionary, though, and once all the kinks were worked out, demand grew by leaps and bounds. Two different analogies, two sharply different future scenarios for Rambus. OK, I know that there are obvious differences here, but if you ignore the micro and focus on the macro, why will one scenario be favored over the other? Or, are both equally likely, thus supported Scumbria's decision to bet on either direction?

To: GVTucker who wrote (44131)	6/12/2000 10:20:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 93625

There is no evidence that Rambus has not threatened anyone. They have sued Hitachi for patent infringement (not a threat). This is their right and fiduciary duty as owners of the patented technology. I am sure you realize that. Schuh is just being his unpleasant self.

To: GVTucker who wrote (44131)	6/13/2000 9:32:00 AM
From: gnuman	Read Replies (3) \| Respond to of 93625

GVTucker, re: <It would be dream come true for me if I saw a Rambus press release that would contain such a threat to Bilow or some other negative poster here.> I had a long discussion with an Attorney on the Michael Burke thread some time back. According to this attorney, anyone who posts on a public forum is a publisher, and therefore must meet the same requirements a publisher does. If you make a false injurious or a libelous statement you may end up with some legal problems. Most individuals aren't financially capable of fending off a suit by a PO'd company. (Some companies may sue just for harassment purposes. And if a stock crashes there could be a witch hunt for excuses). I read recently a Judge in Florida has ruled that no one posting on a public forum has a right to anonymity. Unless successfully appealed, soon now, if a company issues a subpoena to an ISP, they will have to reveal the identity immediately. The attorney felt that if you clearly label potentially litigious posts as opinion, you probably are OK. (But no guaranties). My advice to anyone who posts negative opinion as if it were fact, (potentially litigious or not), is to start clearly labeling it as opinion. And if you aren't sure your opinion is based on fact, it would also be a service to the uninformed reader. JMHO's <g>