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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (51879)	9/23/2000 11:20:39 PM
From: IceShark	Read Replies (1) \| Respond to of 53903

Why disclose my positions to you? I responded to you in the way I did not because I disagree with you, but because you obviously don't have even a slight grasp of the facts surrounding the recent bond conversion. These aren't opinions, these are objective facts. I don't suffer fools well; you are a waste of bandwidth on this thread, and not because I happen to like MU and I feel you are picking on it. I actually think it is a bloated pig.

To: mishedlo who wrote (51879)	9/24/2000 1:24:23 AM
From: shrinks	Read Replies (1) \| Respond to of 53903

mishedlo After reading your ridiculous posts you have pulled me in, Lets outline a few points 1. RDRAM is a bust, Intel and Rambus tried to force an expensive memory technology on the boxmakers that the DRAM manufactures did not want to produce. Not only is it expensive but the only performance gain is when using graphic intensive benchmarks, PC133 SDRAM is faster in all other benchmarks 2. The patent disputes between Rambus and Micron/Hyundai and Infineon are just beginning, friends that I have at Micron that have examined the patents in question are very confident that the patents will be thrown out. Micron's legal department is one of the most aggressive in the industry and would not have filed if they were not very confident of winning. Lets look at best and worse case for Rambus vs Micron: Rambus Best Case: They win the lawsuit and all of the DRAM manufactures settle, what will Rambus get? The total DRAM market is about 30 Billion/year(EDO and FPM still amount for about 20%) and absolute best case rambus gets 5% of 24 Billion, comes out to 1.2 Billion. A more reasonable number will be about 2% and they get 480 Million Worst Case: They lose the lawsuit and they will get royalities on just RDRAM, best case 5% of a 3 Billion slice of the DRAM pie, comes to 150 million. Micron Best Case; They win the lawsuit and will lose nothing. Worst Case: They lose and will pay Rambus 5% of there SDRAM sales that will be about 6 Billion this year, comes to about 300 million. None of the big 4 have signed with Rambus, Micron/Samsung/Hyundai/Infineon account for 75% of the DRAM market, why is that… I guess you can claim RMBS is in an uptrend if you look just at the last week, but intill they break the Sept 14 high it is not an uptrend, and then it would need to clear the Aug 21st high to really have a shot at getting close to its high. I'm glad that you keep highlighting that INTC and MU are down, but you are leaving out alot of information: Stock %down from high RMBS 40% MU 47% INTC 36%

To: mishedlo who wrote (51879)	9/24/2000 5:00:40 AM
From: Bilow	Respond to of 53903

Hi mishedlo; Another problem with Rambus heads, (in addition to thinking that everything has to do with Rambus) is that they think that a stock price is an indication of much. Rambus stock is up, so the technology must be good, or the lawsuits must be winning. The reason for your simplification is simple. You don't know enough about the business to make a reasoned analysis. Naturally, it plays well with the other know-nothings, who, lacking the same knowledge as you do, find your arguments very convincing. But now you're on the Micron thread. Hey, if stock prices were indications of facts, than I guess Bre-X had billions of dollars worth of gold in that fake ore body. Then, when the stock collapsed, the gold turned magically into pyrite. This is the sort of magical (or childish) thinking that Rambus people are capable of. -- Carl