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

To: multicollinearity who wrote (72676)	5/12/2001 5:42:45 PM
From: SBHX	Read Replies (2) \| Respond to of 93625

multico, If the aim is to carry out a civil conversation, then I'm game too. If I remember rightly, when all the people who didn't see any future in drdram by itself pointed this out, rmbs announced Hitachi signed an agreement to pay royalties. This was the beginning of the long dark night for people who really didn't believe in drdram itself. I was one, and I thought the game was over and rambus lawyers have really snookered JEDEC and the entire PC industry with a brilliant manoever. For a few years to come, sdram/ddr will be a standard and it will take time to define a new standard that did not have such onerous royalty terms. As you can tell, I keep looking at this and I see P4s running with DDR and SDR, but for the life of me I can't see a large percentage of drdram-equipped P4's by midQ3 2001. Perhaps 30%, perhaps 20% of P4s, but I just don't see anything much bigger than that. What I see is a repeat of Via (ALi this time?) grabbing a huge chunk of the PC133-PIII chipset market. However, I could be wrong, so that's why I say time will tell. Aug2001 is not that far away, so I won't spend too much time arguing that point. Let's just say you and prophet are right, that drdram will be the bulk of P4 systems by end of the year, it won't take that long to find out anyway, so why not just relax and watch how it all unfolds? Ok to cut to the chase, I think one of the least meaningful ways to 'win' arguments is to paint the opposing viewpoints as 'juvenile' or 'crooked' or 'just plain stupid'. There are more creative and constructive and enlightened ways to do this. Most of us agree that nothing we say or do actually made a difference to the price of rmbs. Once we realize that, we get to look at all this in a different perspective and just see this as another way to spend a few relaxing minutes everyday. Hope you do well with your investments. A rising tide raises all boats. My recent entries have usually been very hasty retreats. Have not been able to accumulate any significant positions anywhere recently. SbH

To: multicollinearity who wrote (72676)	5/12/2001 7:00:07 PM
From: Eric K.	Read Replies (4) \| Respond to of 93625

Re: "I think this is a primary reason why intelligent discourse has dried up on this board and is now dominated by a few birds of the same feather." I've been skimming this board for almost two years-- there has never been a pattern of intelligent discourse. There was Zeev Hed and a couple of other essentially pro-RAMBus people who tended to make posts that were interesting, coherent, and/or useful, plus a couple dozen occasionally brain-dead longs who were basically operating in the vein of a Stalinist in Eastern Europe in the mid to late 40s. There were also fewer than a dozen people who generally intelligently hacked RAMBus from a variety of different perspectives (some legal, some technical, some ethical, some all of the above). There was exceedingly rarely any non-drivel-based discourse exchanged between opposing sides. As to the decline in love-fest posting, I think a stock falling more than 90% from its 52-week high and representing interest in a corporation that has been found guilty of civil fraud tends to have a limited number of admirers. -Eric