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

To: pompsander who wrote (71776)	5/3/2001 3:53:36 PM
From: pompsander	Respond to of 93625

15 million shares and up 2 and change. I think this has to be more than the Samsung news. If it is the Samsung news and the market was rocketing today, as in the past few, how far would we be up? We did not participate in the earlier moves due to "trial uncertainites". Well, the trial uncertainty seems more resolved....to the downside. Edelstone gets more pessimistic than usual...and we are up nicely on huge volume? I smell something.

To: pompsander who wrote (71776)	5/3/2001 4:20:05 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi pompsander; It wasn't my fault! The desperate guy snuck onto my key board while I was in the bathroom. If he doesn't clean up his act he's going to end up writing software like John Walliker. And he blew the bandwidth calculations. The bandwidths quoted for the x32 DDR SDRAMs are low by a factor of two... As far as your three winners, Samsung, Intel and Dell, I think you're wrong on all three. Samsung (who's lawyers are attending the Rambus v. Infineon trial and are likely even now drafting a suit against Rambus in the event that Rambus loses) is making money on RDRAM, but that money is there only to be made as long as RDRAM remains an expensive, but widely used, niche memory. This is an unnatural condition. Eventually RDRAM will become a less widely used memory type or it will become cheap. Either way Samsung loses. Of course my expectation is that RDRAM becomes rare after Intel comes out with DDR support, but either way Samsung doesn't end up with big profits forever. Intel has been getting killed by AMD for the last 18 months. I've seen nothing that would indicate that this about to stop. The most recent quarter's figures would indicate that this is just getting worse for Intel. The big cost cuts in the P4 (despite its being a large die size chip) are not an indication that Intel's revenues are going up. Dell is gaining marketshare, but reports are that they are doing this by cutting prices. Consequently, their profits are down. They are laying off workers, and Compaq today said the price war will continue as reported repeatedly by reuters. RDRAM is deader than a doornail. This is almost 2 years after the Camino rollout and still no RDRAM chipsets from anyone but Intel. And Intel is supporting DDR as fast as they can, given that they only decided to make the move in late 1999. When Intel said that Rambus was a mistake they weren't talking funny. -- Carl