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: jim kelley who wrote (72653)	5/12/2001 11:58:31 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Bob Eulau Joins Rambus Inc. as Chief Financial Officer and Senior Vice President; Gary Harmon to Retire After Close of Current Quarter. Business Wire, May 10, 2001 p0468 Full Text Business Editors/High-Tech Writers LOS ALTOS, Calif.--(BUSINESS WIRE)--May 10, 2001 Rambus Inc. (Nasdaq:RMBS), the leading provider of high bandwidth chip-connection technologies, today announced that Bob Eulau has joined the company as CFO and Senior Vice President. This addition provides for a smooth transition in the financial management team as Gary Harmon plans to retire at the close of the current quarter. Mr. Eulau joins Rambus with more than 15 years experience in finance and marketing most recently having served as Vice President and CFO of the Business Customer Organization, the largest business unit at Hewlett-Packard. During his tenure at HP, Mr. Eulau was responsible for business analysis, information technology, financial planning and financial reporting for various businesses within HP. Mr. Eulau received his undergraduate degree from Pomona College in Claremont, California and his MBA in Finance and Accounting from the University of Chicago in Chicago, Illinois. Mr. Eulau is a member of the AICPA. "We are pleased to have such a quality executive as Bob Eulau join Rambus to succeed another tremendous executive, Gary Harmon," said Geoff Tate, CEO of Rambus Inc. "Gary joined Rambus in 1993 and over the years helped take the company from the small start-up it was to the successful publicly held company it is today. His insight and experience have been fundamental in building Rambus during his tenure. Gary's commitment and leadership continue to be highlighted by his support for a smooth transition as he prepares for retirement at the end of the quarter." About Rambus Inc. Rambus Inc. (Nasdaq:RMBS) is an intellectual property company that designs, develops and licenses high-bandwidth chip-connection technologies which enable semiconductor memory devices to keep pace with faster generations of processors and controllers. To date, these efforts have resulted in more than 100 U.S. and foreign patents issued to Rambus. Rambus has licensed its technology to approximately 30 semiconductor companies for the development, manufacture and sale of Rambus-compatible ICs. Providers of Rambus-based integrated circuits include the world's leading DRAM, ASIC, controller and microprocessor manufacturers. COPYRIGHT 2001 Business Wire

To: jim kelley who wrote (72653)	5/12/2001 12:06:42 PM
From: im a survivor	Respond to of 93625

<<By the way, you should consider getting yourself a new broker. The notion that you have a bunch of strangers monitoring your account with a computer and then trying to proactively influence your buying decisions seems a little scary. Especially, with scare tactics. >> How ridiculous.....a bunch of strangers monitoring my account?? First, what bunch of starngers is this. She is my broker, who I have known for over 25 of my 36 years on this planet. And isn't it the job of your full service broker to help monitor, lend advice, and proactively help with your buying and selling?? I mean, thats their freaking job....to offer advice and opinions......and where on earth did you come up with the scare tactics thing? Sheez......My broker did exactly what she is paid for.......she alerted me to possible negatives that could arise and offered her advice. There were no scare tactics used, and nobody makes the final decision but me. She did exactly what she was supposed to do.....she wasnt trying to scare me....she was letting me know her opinion based on the info she has at hand. Why is it scary to have your full service broker monitoring your account??? Isn't that what they are there for???? I have several brokerage accounts...only one full service, and I rarely even use them anymore, as SSB offers online trading, so if I am trading in that account, I normally do it online anyway....but regardless....the reason people maintain a full service brokerage and pay higher commissions is for that exact reason....to have a trained professional help you manage and monitor your account. Not everybody can stay glued to the computer and see every piece of news and/or data on every company out there.......it is the full service brokers job to help monitor and manage the accounts of their clients....that is why they are there....and you think that is scary?? Personally, I was very happy when she called and recommended I sell amzn at $65 and yhoo at $100...on the flip side, I am not thrilled with all her calls and advice....I sold intel and sunw way too soon.....even at todays depressed prices, I still sold way too soon......anyway....I dont know how or why you could possibly think it is scary to have a broker do their job....I hope I am not paying the higher fee's for nothing....I hope she is watching out for my best interests.....and let me tell you, she is one broker that I can honestly say is here for her clients......I dont know how many times she missed on nice commissions by advising me not to buy, or not to sell something....when I wanted to.....again, it was my final decision, and she could have said nothing and taken her commissions and run, but instead she lent her advice which may have been not to buy or not to sell a particular stock for a particular reason..... anyway.....I am outta here have a great afternoon

To: jim kelley who wrote (72653)	5/12/2001 3:28:27 PM
From: NightOwl	Read Replies (2) \| Respond to of 93625

jk said: Rambus is worth about $30 per share on the basis of Rdram alone. But it will continue collect royalties from its licensees on Sdram and DDR in spite of this war that continues. So $5 per share would be a real buy! It occurs to me that RMBS is worth exactly the same thing its always been worth: The Value That INTC Is Willing To Pay For It If it weren't for INTC shoving it down everyone's throat there would be zip DRDRAM. Nobody else makes a MB for it. Nobody else makes a chip set for it. Nobody else was asking for it. The market "demand" for the stuff is based entirely on a "Market of One" and the consumer's name is INTC. Look at INTC's loss of market cap and market share and you'll see the true value of Da Bus. That's what its real cost has been. If every RMBS long on the face of the globe went out and bought a P4 -which they haven't - it would still not have sufficient demand to warrant a major share of production lines at any of the biggest memory fabs in the world. What was the revenue of RMBS when it had the Ninetindo contract on line? Whatever it was that is your best case scenario for RMBS sales in the absence of INTC salting the mines. Look at what it has cost INTC and Mom & Pop to get this Bus into first gear. Now consider how much more its going to cost to get it rolling at $30/sh, with *FRAUD* plastered all over the sides and half the passengers throwing bricks at what passes for the "Driver's Head." The price of oil is entirely tooooooo high to be wasting it on powering up DRDRAM "space heaters" in the middle of the summer just so this Ying Yang of a company can be allowed to continue. If they can keep me from firing up the back yard grill in LA, then it's damn well time for somebody to drop the Hammer on this piece of crap and bury it. ...Period 0\|0

To: jim kelley who wrote (72653)	5/12/2001 4:56:42 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 93625

Rambus is worth about $30 per share on the basis of Rdram alone. Please explain. What I am after is something along the lines of "next year the DRAM market is $x of which DRDRAM will have y% penetration". Then we can discuss the size of the DRAM market over the next two years as well as competing technologies and why DRDRAM will have whatever penetration that bulls/bears think it will have. I am sure this topic has been discussed before, but I am new to the thread and appreciate the recap. thanks, ST