Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: NightOwl who wrote (72026)	5/5/2001 12:46:12 PM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Owl, Samsung has wisely recognized that Intel is stuck with RDRAM for some time to come. It is a no-brainer for them to build RDRAM, and rake Intel over the coals with it. Scumbria

To: NightOwl who wrote (72026)	5/5/2001 8:49:11 PM
From: Fiscally Conservative	Read Replies (2) \| Respond to of 93625

NightOwl "And I think that the actions of Dell and Samsung have shown that INTC's delusions are deeply embedded in the industry roadbed. When a company has more money than it knows what to do with it, almost by definition, must choose to "do the wrong thing." What exactly is your position? Do you believe Intel is/was placing the wrong bet on Rambus succeeding/failing. It would seem to me that Intel was merely hedging her positions;allowing a platform to coexist should either memory platform becomming dominate. At this stage of the game(mind you,I mean the last couple of years)Intel new more about the risk of losing market dominance via bad business stradegies.The game is young here. The idea,that Rambus needing royalties from SDRAM or DDR was not even a market concept(the value the market was placing on RDRAM revenues)a year ago;although I remember her share price 6x current levels. So much has happened! The picture here is much larger than what I read from these posts. No matter,I will go back to lurking. btw: I pounded the stock at 13.50 cost average Friday. Zeev,now that guy knows his $hit!!