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

To: Jdaasoc who wrote (59684)	11/1/2000 5:20:26 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

>What do they mean by "rope a dope Rambus". Refs to the M. Ali boxing style used in the 70's to defeat his opponents. Take a punch and rest on the ropes and come back punching until the enemy is worn out. Why anyone feels they can predict or even guess where Rambus stock will go next makes me laugh. This stock is beyond Technical Analysis or Turnip reading. All anyone can do is throw their best predictions in the air and hope. Sometimes they might be correct and you look like a genius. But more often they will be way off. But generally the more people here become bullish or bearish the more often it will move in the opposite direction. Rambus is the King of trading stocks if you are nibble enough. Don

To: Jdaasoc who wrote (59684)	11/1/2000 5:41:16 PM
From: Doug M.	Read Replies (1) \| Respond to of 93625

Jdaasoc, I agree. First of all, the trade press really sucks. This statement is real bull S%*T. <Last week, Intel CEO Craig Barrett admitted that the chipmaker made a mistake relying on Rambus to develop memory products for the chip giant’s Pentium 4.> Barrett later said that he was referring to previous problems with Rambus. He admitted that he was essentially referring to the Timna and Rambus pairing. A direct quote from Barret goes as follows "let's not sensationalize that quote" (referring to the original knee jerk quote). Basically, Intel underestimated the time it would take for Rambus pricing to come down to get Timna into the low end value segment. A lot of this has to do with stupid MU dragging their feet and not producing RDRAM in the quantities agreed to under INTC's original $500 million investment. INTC was smart enough to get out of that one with a very healthy gain. I really hope Rambus gets the highest royalties from MU, they pretty much screwed INTC and now they're playing HIGH stakes poker with Rambus. Anyone with a brain can figure out they'll FOLD!! Intel has ALWAYS maintained that RDRAM is the best solution for high performance P4 applications. What's considered present day high performance is low end in two years or so. The market can't to seem to figure this out. That means Rambus will be penetrating the relative low end too in the not too distant future. Of course all of the above is pretty much of a moot point when it comes to shareholder value. Of course, Rambus wants to proliferate their revolutionary RDRAM technology. However, shareholders (like me)shouldn't care too much about RDRAM versus DDR. Rambus WILL GET royalties on the whole DRAM market and the majority of the logic market too. In my opinion, the Samsung news is not nearly factored into the stock price right now. I'm expecting Edelstone (from MSDW) to significantly raise his earnings estimates tomorrow based on the Samsung news. You can pretty much bank on that. Mark only releases written reports in the morning (although he gets on the squak box often.) He didn't have enough time this AM to write a report...the news was too new. You can bet that he's been crunching numbers today with his team. I'm expecting a report tomorrow AM...let's wait and see. Good luck to the longs, Doug