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

To: Jdaasoc who wrote (53908)	9/18/2000 5:41:51 PM
From: sylvester80	Read Replies (3) \| Respond to of 93625

Jdaasoc, I don't have a clue who stribe30 is. Really. I have never ever been to SI before. I have no reason to lie. I'm not a short on Rambus. You can actually use this message as evidence if I ever say that I'm now short on Rambus. I'm not. I am a long term long. I expect to be holding Rambus for a long time (multiple years). Boy you guys are a bit paranoid. Considering that Bilow hasn't shown up for a while, I'm surprised nobody suggested that because he didn't get his bashers pay check, he's now turned 180 degrees and he is me. ;-) <ggg>

To: Jdaasoc who wrote (53908)	9/18/2000 6:01:25 PM
From: richard surckla	Respond to of 93625

John, You're fishing in muddy water now. Here's a post to me from Stribe30 last week. Doesn't sound like sylvester... To: richard surckla who wrote (123811) From: stribe30 Wednesday, Sep 13, 2000 7:58 AM ET Reply # of 124152 Richard; more stuff on DRAM from that same report: On DDR SDRAM, good news and bad news. Good News: "AMD has been working very closely with Micron to enable the DDR platform, and feel confident that product will be shipping by mid-Q4. Micron has indicated that they feel AMD is closer than any other manufacturer to having a functional DDR chipset." Bad and Mixed News: "One of the most troubling reports, which was provided by an anonymous member of Team-DDR, is that Micron is seeing incompatibilities between modules and chipsets. Currently, though Micron lists DDR modules as being available through Crucial Technology, there are a very limited number of them, and all are 64MB parts. Further, none of these modules will function on all DDR capable chipsets. As of last week, it did not appear that the problem had been identified yet. Amazingly, several motherboard manufacturers indicated that they were Beta testing DDR boards, and had not encountered any such problems - but they may be using a pre-validated set of modules." On DRDRAM.. Mixed News: "Despite the best efforts of Rambus, Inc., most memory manufacturers seem to be edging away from DRDRAM. Recently, sources reported that Hyundai is abandoning their DRDRAM plans, and neither Infineon nor Micron has shipped any DRDRAM to date. Samsung, Toshiba and NEC continue to produce product, however the volumes are relatively small in relation to the whole DRAM market. Prices for DRDRAM have dropped dramatically over the past 3 months, and currently stand at twice the price of an equivalent SDRAM module. While this should be considered good news, it seems that it is having little effect on demand. Both Intel and Rambus hope that the introduction of the P4 will spur demand, however it remains to be seen how well the P4 will be received. If this does happen, however, it is possible that prices will spike upward. Intel may have anticipated this with their Rambus credit program." realworldtech.com. (My disclaimer - I do not own stock in Rambus or any DRAM Companies.. or AMD or Intel for that matter. Just a hardware geek. :) Nor do I wish to get involved in the religious wars that RMBS people and others on here and elsewhere are involved in.. hence the reason I posted this to you here, and not on the RMBS thread.. I dont feel like reading hate mail all day.)

To: Jdaasoc who wrote (53908)	9/18/2000 9:40:44 PM
From: Bilow	Respond to of 93625

Hi Jdaasoc; I doubt that sylvester80 and stribe30 are the same person. The writing style is too different, though both are fluent. The funniest such comparison I've seen is the guys who suggested that Ali Chen and I are the same poster. (G!) A cool tool would be one that calculates a few characteristic numbers from a poster, and allows you to automatically see who has a similar style. Something like number of words per sentence, amount and type of punctuation, mispelt words, capitalization, etc... But who cares what the carrier of the message is, anyway? -- Carl