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

To: Bilow who wrote (63796)	1/6/2001 10:39:40 AM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

HiBlow: I just finished reading reading Ali and your posts this AM. Now I think I understand. From your brethren Ali Baba: Let me ask you a counter-question. Why would a Intel's fab manager refuse to make P-4's and switch his production to some Athlon derivatives? Huh? wow. I know guys like you. I call them the "pointy-headed ones." Technological prima-donnas who always know better than management. Technically smart, but so nihilistic in thought process and so self absorbed that their perception of reality is warped to the point that they cannot differentiate up from down. Management dumb, R&D and Engineering smart. A self destructive path, as exemplified by the tragic waste of your time and efforts on this board. Just calculate the financial gains you could have derived from consulting or investing (in RMBS or other stocks) as a result of the hundred, maybe thousands, of hours you have spent cataloguing, researching and posting just to show us how stupid we all are. Smart technicians with these traits (like you and brethren), be they engineers or docs, are a dime a dozen. I sure hope this mythical INTC fab manager, IF he did exist, was fired within 10 seconds of taking that stand. It would be bad management if he wasn't. But then, what do you and your ilk know of management... It takes the big guys just about as long as the little guys to figure out something isn't working. No human likes to admit he was wrong, so they go on believing what they want to believe until the facts are forced upon them. Here are some great examples of CEOs that were forced into margin call situations by holding too much of their own stock...Note that the above examples are not all the cases of where management went down with the ship, they are just examples of where it became public knowledge that management took out so much loans that they defaulted on their margin agreements, and it became embarrassing public knowledge. Yeah, that greedy, mean and stupid management again. What do YOU know about taking the BIG gamble, putting it all on line, and then going down with the ship? You crack me up, big guy. BP

To: Bilow who wrote (63796)	1/6/2001 1:17:22 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 93625

Carl, you still do not see the broad strategy that INTC has executed quite successfully for years, make you money on the high end CPU. With SDRAM and possibly DDR not being able to keep up with CPU speeds, RDRAM was the solution of choice. It may not excel where SDRAM and DDR can still carry the load, but is the solution of choice where the latter simply are out of the game. This strategy of milking the high end is what killed CYRX, kept AMD in the basement for years (and probably will return AMD there if they do not open their eyes), a one year event where the strategy did not work perfectly, does not change that trend. In any event, those "managers" you do derogate, happen to be the "midwives" of the industry and I am sure that they do not let engineers turn them around their fingers, they must be quite familiar with all the engineering details. As for Mike Dell, he would not be where he is, beating the like of IBM, HWP and CPQ (not mentioning burying AST and countless of other "have been"), without knowing where the sweet spot is today and having a good idea where it will be tomorrow. As for the Bu$$, IMTO, it is now rapidly becoming a "value stock". Unfortunately, it is still in a down trend, and a break of $33 or so may cause a very sharp decline, it is not unusual for severe bear markets to create very uncommon values, and the bu$$ might become such in the next few months. Short term, I would not be surprised (I am kind of counting on it) to see a surge to the $45, maybe even $50 area, after that, the deluge... Zeev