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

To: richard surckla who wrote (62143)	12/1/2000 10:34:37 AM
From: capt rocky 1	Read Replies (1) \| Respond to of 93625

about 3 months ago i posted that it "behooves sammy to settle and capture the rdram ,ddr and sdram markets." looks like that is in progress. mu is starting to sink . infineon must settle soon or lose dram products completely.(infineon-siemons-is looking to sell their dram business. without a settlement with rmbs it is not worth much.) hyundai is also looking to divest its dram bus. samsung is the best thing to happen to rmbs since intc. the p4 is the key to the future of pcs. it will stimulate the the next big move to bigger-better. looks like rdram is here to stay.huh? rocky

To: richard surckla who wrote (62143)	12/1/2000 2:02:46 PM
From: charred water	Read Replies (1) \| Respond to of 93625

gguillory expresses it well on The Fool: boards.fool.com Mr. Tate's demeanor in the two conference calls I've listened to are one of my primary reasons (besides sound business practice) for still feeling solidly confident in Rambus' prospects. In every comment I've ever heard him make or seen quoted, he has been straitforward, direct, and unflinching. He does not sugarcoat anything, and is conservative and proprietary with all estimates given and expectations set. This attitude seems to be a part of Rambus' philosophy for lack of a better term. I guarantee you they won't ever be giving upwards guidance in profit estimates (for a short term stock price boost). You can see this in their accounting practices - ammortizing revenue over as long a period as possible, pushing realized revenue as far into the future as possible. Rambus is conservative in every aspect of their financial accounting, and for that reason, unlike most tech companies, I expect them to consistently outperform all analysts' expectations. For these reasons I expect Rambus to be a player for a long time (READ: GORILLA) in their market. Maybe not even with RDRAM, but with their next generation of technology. Tate said last night that he only spends 10% of his time dealing with the lawsuits now. The remaining 90% is (presumably) spent opening new markets, and in product development. That's a fantastic statment for this stock's future. The management team walks the straight and narrow, and that's far more than most investors can expect from their investment's management. Greg