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


To: Scumbria who wrote (44716)6/16/2000 6:27:00 PM
From: Don Green  Read Replies (1) | Respond to of 93625
 
Scumbria> Investors realized that the fortunes of Rambus were tied to SDRAM and DDR, and not DRDRAM??

Why do you rattle on like that. The factor today was about the addition of DDR and SD Ram royalty stream in to the Rambus stream, and more importantly the first of possibly many more similar announcements.

In fact the Rambus management went out of their way to say they think it is a big plus short term but in the End Rambus will be the Standard.

I am not saying I agree, but Rambus managment usually understates themselves.

Don



To: Scumbria who wrote (44716)6/16/2000 7:17:00 PM
From: richard surckla  Read Replies (3) | Respond to of 93625
 
Scumbria... >>That is true. Investors realized that the fortunes of Rambus were tied to SDRAM and DDR, and not DRDRAM.

In other words, Carl was 100% dead on correct about DRDRAM. Why is everyone taking shots at Carl?
<<

You just don't get it yet! SDRAM, DDR, RDRAM and DRDRAM are all dram technologies that Rambus holds patents on. This being true, whether or not they win their lawsuit they still hold the patents, so why would they waste their time on RDRAM or DRDRAM if SDRAM and DDR is so much better? They aren't better that is why Rambus put SDRAM and DDR aside because they believed that RDRAM and DRDRAM offered the better technology as well as the keys to a brighter future for Rambus. It is Rambus that was 100% correct and Carl was, is, and will continue to be wrong and will continue to claim the same thing when Rambus stock price reaches 500$.



To: Scumbria who wrote (44716)6/16/2000 10:11:00 PM
From: Victor Lazlo  Read Replies (1) | Respond to of 93625
 
You just don't get it do you Scumbria? I mean you really, really DO NOT get it, right. geeez.
LOL!

Victor



To: Scumbria who wrote (44716)6/19/2000 5:55:00 PM
From: Dave B  Read Replies (1) | Respond to of 93625
 
Scumbria,

That is true. Investors realized that the fortunes of Rambus were tied to SDRAM and DDR, and not DRDRAM.

In other words, Carl was 100% dead on correct about DRDRAM. Why is everyone taking shots at Carl?


First, you're committing the same sin that Carl did -- saying that some event that hasn't happened yet is correct. No one, not you, not Carl, not me, not Stuart, no one knows whether RDRAM will have 0% or 50% market share in a couple of years, so no one is correct about anything when they predict its demise.

Second, is this the type of prediction that you think Carl is so correct about?

Message 13271931

Rambus is quite dead. It may have a few more twitches as it subsides into coma and decay, but its future is quite obvious. The shares have been largely shoved into the hands of mom and pop, and mom and pop may run the short interest, but in the end, the company is quite dead.

I know you think Carl has only been saying that RDRAM is dead, but that is extremely incorrect. He's been saying that the company is dead as well. And while I'm at it, you also said he didn't take personal shots, however I contend that all of his "mom and pop" quotes are incredibly insulting to all of us who believe this company has quite a future.

Carl has been wrong so many times I've lost count. You could pick a better idol.

Dave