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

To: Zeev Hed who wrote (58097)	10/18/2000 11:23:59 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 93625

Zeev, You're evaluation of the rift is correct. I think in order for Intel to save some credibility with their customers and to ever have the industry follow their standards again, they will have to divorce Rambus (or at least appear to). Intel pretty is well blamed in the industry for bringing the Rambus plague upon the land of Silicon and plenty. Last I heard they were booed off the stage when they tried to head up a standard... Jim

To: Zeev Hed who wrote (58097)	10/19/2000 12:13:57 AM
From: Estephen	Read Replies (1) \| Respond to of 93625

"I read much more than disappointment" Of course you also read that OJ simpson is innocent and was framed by the mafia. ROTFLMAO !!!

To: Zeev Hed who wrote (58097)	10/19/2000 12:24:28 AM
From: mishedlo	Respond to of 93625

Zeev, can one conclude that the month long sideways actions where the BU$$ appeared strong was skillfull distribution, or have the fundamentals recently changed. If the outcome of the suits is in RMBS favor none of this will matter IMHO. Buy leaps as well as leap puts and possibly collect both ways on this market madness?

To: Zeev Hed who wrote (58097)	10/19/2000 12:27:33 AM
From: Barry A. Watzman	Read Replies (2) \| Respond to of 93625

Regarding Barrett's comments (if they are accurately reported, which I will assume for now): There is a big difference between thinking that the contract was a mistake and thinking that the technology was a mistake. I can understand that Intel now feels that it locked itself inflexibly into a technology that it still wants to use, but perhaps not in the manner or in all of the places to which it is contractually obligated. That said, we may be at 3 GHz by 1/1/2002, only 14 months from now. Just what, exactly, are your alternatives to Rambus ???? Then too, the entire game has changed. It's no longer primarily a matter of RDRAM, it's now primarily a matter of whether the Rambus IP (Patents) holds up. If it does, RDRAM itself is almost irrelevant. Consider if Intel had never signed. It would have just become an IP game 1-2 years earlier (the patents were filed in 1990, FAR before SDRAM, DDR or the Intel agreement), because Rambus would have had no other income prospects. Then Intel would be just another semi company violating Rambus' patents, and, if they hold up, paying royalties. Only not "sweetheart" royalties, but the same, full royalties that everyone else is paying. So while Barrett cries, he's doing so, please note, while he's standing in the bank lobby making a huge deposit. Finally, the screw-ups, and their have been several whoppers of screw-ups, have been Intel's, not Rambus'. I do detect a bit of "sour grapes" in Barrett's tone. In the end, however, the bottom line is that if the patents hold up and EVERYBODY ends up being FORCED to pay the Rambus royalties, the simple fact is that NONE of this matters. At all. Period. And if the patents don't hold up, then probably, we are in deep doo-doo no matter what. However every company is not going to test the patents, and it may well be that the case is so obvious that NO company will allow a test all the way to court and a verdict. The first trial, in Germany, is Infineon, and it's only 60 days away (12/22). There are two more trials in Germany in February. None of the US cases are likely to come to trial until MUCH later, perhaps 2002. Of the three German near-term trials, my guess is that at least two of the three will settle before going to trial. Micron MIGHT carry their German case (one of the February cases) all the way to trial, but I doubt if they will carry their US case to trial.

To: Zeev Hed who wrote (58097)	10/19/2000 2:55:26 AM
From: Bilow	Respond to of 93625

Hi Zeev Hed; Re: "Pat, I think it is more than that. That is the first time I see Barrett actually blaming RMBS for its recent problems. They'll fulfill their legal obligations, but not do much more. From these few sentences I read much more than disappointment, I hear a rift between INTC and RMBS." There is more to this than that. A spokesperson for Intel stated that Barret had felt that way for the last 6 months. If you go back 6 months in time, you will find my post on the demotion of Gelsinger: April 28, 2000 My interpretation of the management moves at Intel is that the main supporter of Rambus at the company, has been demoted. #reply-13516797 Your response at the time was correct, in that you focus on stock moves: April 29, 2000 Carl, you may be right and Gelsinger promotion was a demotion, but the market surely did not think that was a negative for RMBS, RMBS followed this news with a tremendous white marubozo (well, almost), breaking completely the downtrend and setting the stages for a test of the $280 area. #reply-13525233 I guess the reason for pointing this out is to make it obvious where our respective areas of expertise lie in this. Just because you can trade the stock does not mean you understand what is happening in the industry. (And of course, just because I understand what is going on behind the scenes does not mean I can make money off of it. Which is why I don't hold positions on this POS.) There is no reason for the mom and pop who have huge profits in this stock to leave those profits on the table. The latest news, that Intel's CEO says Rambus was a mistake, and that the company is "very very" seriously considering DDR for the desktop should be more than enough. -- Carl

To: Zeev Hed who wrote (58097)	10/19/2000 7:05:16 AM
From: Rich1	Respond to of 93625

Zeev if this Intel statement is true and I will check with the folks at MSDW I guess its time to re-evaluate my LTBH strategy with Rambus. But before the bears jump me my cost on the stock is $7.50 a share..<gg>

To: Zeev Hed who wrote (58097)	10/19/2000 8:56:15 AM
From: gnuman	Read Replies (6) \| Respond to of 93625

Barrett and Tate I was disappointed that Craig went public with his sentiments. I can only assume it was a public act of contrition and support for the DRAM industry. The timing was also strange, coming a day after the CC where Intel claimed the P4 would be the fastest ramping CPU since P2. (One thing to remember, though, the Rambus decision was not made on Barrett's watch). I thought Tate's disparaging rumors of trouble with DDR was rather childish. Since he claims to be positively convinced Rambus will collect royalties on DDR, why knock it with rumors? In fact, why not offer expertise to insure it's success? Wouldn't that increase royalty revenues? All in all, not what I would expect from industry leaders. JMHO's