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

To: Fiscally Conservative who wrote (72063)	5/5/2001 9:59:28 PM
From: NightOwl	Respond to of 93625

Good Questions Finallythere: What exactly is your position? Do you believe Intel is/was placing the wrong bet on Rambus succeeding/failing. Now lets see do I believe INTC placed the wrong bet on RMBS succeeding/failing? INTC has probably always had internal strife over whether RMBS would succeed or fail. And since it has more money than it knows what to do with, and didn't have to concern itself with the disastrous effects of the wrong decision, INTC (the corporation) bet on RMBS to win. Yes, I do believe I have concluded that they made the wrong bet. It would seem to me that Intel was merely hedging her positions;allowing a platform to coexist should either memory platform becomming dominate. If INTC ever calls this a "hedge" I think I will fall out of my tree laughing!<Ho Ha8-> ...But this notion of INTC "allowing" the Bus "to exist" is just so seriously dangerous to the truth, that I just can't bring myself to crack a smile over it. ...X-Files aside. INTC has, at minimum, come this ("\|\|") close to committing unlawful acts in sparing no expense to both support the Bus and kill off any alternatives since PC-100. If this is mere assurance of "coexistence" I will eat it. <OK. I lied. Ho Ha 8-> 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. I will leave Carl and Scumbria to drag out the public record to dispute these points. I frankly lack the necessary Killer Instinct for the task.<vbg> 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!! I hope you sold at the close 'cause it just doesn't get any better than this. <Ho Ha8-> 0\|0

To: Fiscally Conservative who wrote (72063)	5/6/2001 2:25:09 AM
From: Bilow	Respond to of 93625

Hi Finallythere; Re: "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." (1) The Hitachi lawsuit was announced in early January, 2000, well before RMBS rocketed to the values seen one year ago. The stock was trading at around $20 per share at the time. Analysts were soon saying that Rambus had good chances of winning. The take off started in mid February, about 45 days after the lawsuit started. (2) Rambus' position with Intel has become shakier over the past year. This includes the Intel "mistake" and "toll" comments, Intel's management shakeup, Intel's announcement of DDR support for the P4, Intel's giving licenses for DDR for the P3 and/or P4 to SiS, VIA, ALi, Serverworks. I'm sure I've left a lot off of this, like changes to Intel's roadmaps, etc. (3) Continuing loss of Intel chipset business to VIA makes Intel look like less of a player now than a year ago. Nanya gaining massive market share with DDR while repeatedly announcing no plans for RDRAM. Sun's MAJC failed to appear, as did the PixelFusion chip. (4) DDR rollout was in the future a year ago. Now the machines are available even from a few big companies. DDR is cheaper, and is sold on the spot market while RDRAM is still stuck firmly in niche space. Everyone in the industry knows that DDR is going to continue to ramp for at least many months into the future. But still no support for RDRAM chipsets from anybody but Intel. -- Carl P.S. I'm still waiting for someone to tell me which of the five different pinouts for DRDRAM is going to be the one that is priced at within 10% of SDRAM by the end of next year. (See #reply-15751210 )