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

To: blake_paterson who wrote (55766)9/28/2000 11:19:55 PM
From: mishedlo  Read Replies (1) | Respond to of 93625
 
Blake I am DAMN happy with your estimates - If someone else concurs I will give you credit and post on the FOOL.

I do not see it however and am waiting for ageement or rebuttal.

Zeev, or ANYONE can we have another calc as to what the PSII announcement will bring to RMBS bottom line in a year?

Thanks - Zeev or whoever

Thanks again Blake - I am just trying to be cautious - That is all!



To: blake_paterson who wrote (55766)9/29/2000 12:12:46 AM
From: jim kelley  Read Replies (1) | Respond to of 93625
 
Blake,

I like the PsyOps analogy. Clearly, we are in a propaganda war. Look at the latest release of the "P4 is late news" from Intel's official organ (anus) CNET. This news comes just as Intel hits the low stock price point of the year. How opportune. Are you going to sell tomorrow as a result of this unconfirmed report?

The purpose of PsyOps is to harass the enemy(you) and cast doubt on their leadership(Intel and Rambus) while making the opposition (AMD and Micron) look credible and reassuring.

The use of paid bashers is perfectly consistent with PsyOps.
BILOW and Scumbria are probably paid. Dan3 and Schuh were hired but never paid. <G>



To: blake_paterson who wrote (55766)9/29/2000 8:52:37 AM
From: mishedlo  Respond to of 93625
 
<<But remember, every PS2 has 2 RDRAM chips plus controller (@ 5-6% RR)>>

Thanks That is information I missed (the controller).
We still need to know what Sony is paying for these to have a clue. To get $3/unit we would need to see 5% of the controller plus 2% of the chips. Is this correct?

Care to revise? I am still having a hard time believing a $100 per unit cost to Sony for this. $50 per unit would still bring 15 cents to the bottom line which is not bad.


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