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

To: pompsander who wrote (66855)	3/1/2001 6:56:42 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi pompsander; Re: "if Rambus prevails on DDR only, I, for one, will be just fine with the company as an investment." The thing to note is that the pattern of Rambus management statements read like the infinite loop instructions on a shampoo bottle: (1) Promise the moon. (2) Retreat. (3) Repeat. If Rambus was wrong about SDRAM royalties, as well as the various costs associated with RDRAM vs SDRAM, as well as the length of time the lawsuits would take, why should they be right about the eventual results of the lawsuits? -- Carl P.S. capt rocky is such a moronic true believer that he can't even tell when he's been lied to by Rambus management. Maybe he should read this, from their CEO: August 20, 1998: We've got four companies that are going to be producing the vast majority of parts over the next couple of months. There's another four companies that have parts that are working in systems, so they're only a few months away from mass production, and then the other six companies are still in the very early prototype stage or still in fab. So that's the rough distribution. ... Our target is to get within the range of a 10% price premium by the second half of 2000, a year or so from now. So we do that two ways. We work on costs with our partners and certainly volume helps cost, and the third thing is just increasing the number of suppliers and have supply exceed demand like it does for SDRAM so that price and cost correlate. ebnews.com