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


To: mishedlo who wrote (56772)10/5/2000 5:28:19 PM
From: mishedlo  Respond to of 93625
 
Let's hope that Rambus doesn't accept MU stock in payment



To: mishedlo who wrote (56772)4/14/2001 11:46:13 PM
From: Bilow  Respond to of 93625
 
Hi all; Here's ptnewell's comments on DDR from last October:

"The Rambus investment thesis depends upon gaining royalty rights to a significant share of the DRAM market, either through the success of RDRAM or through the enforcement of broad patent rights essentially covering all current and proposed forms of high speed memory. Lately discussion has centered on the latter approach, stressing vigorous enforcement of IP.

However the spectacular collapse of the recent DDR "releases" raises the question whether victory through market share will moot the legal battles. Is DDR dead? Certainly not. The correct term is "stillborn". DDR, after all has never drawn the breath of life outside graphics cards. Many DDR skeptics doubted whether 266 MHz DDR was possible, and whether even at the 200 MHz level a DDR motherboard could support more than two DIMMs. Of course if the address lines are registered, a larger number of DIMMs could be supported, but this would add considerably to the cost (and incidentally introduce additional latency).
(ptnewell, posted by mishedlo, October 5, 2000, #reply-14522852 ).

So. DDR is stillborn? DDR skeptics doubted whether 266MHz DDR was possible? Looks like ptnewell got a bit ahead of himself here... Well you know those pointy headed intellectuals. They get a PhD because they know almost everything about almost nothing, and are then willing to give an opinion on every subject about which they know absolutely nothing. Just another form of mom and pop, one that is so sure they're a genius that they hold onto losing positions, and end up less likely to come out ahead than regular folks. Here's a more recent post from the guy. "Tech", is none other than our own "sylvester80", famous thread moron:

Re: Face the Facts
ptnewell, Yahoo RMBS thread, April 8, 2001
... sure, we were suckers not to sell at $127. Anyway, I feel that way.
...
Having said that, I blame myself for my own losses. And I think Tech was smarter than me (in this regard) to have bailed out when he did.

messages.yahoo.com

As the stock and technology fades away, I'll dig up more old posts by ptnewell.

-- Carl