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

To: Bilow who wrote (73043)	5/17/2001 4:50:36 AM
From: NightOwl	Respond to of 93625

Goodnight CB, Hi NightOwl; I was never a lone voice for the bear side on this thread. Scumbria's been here forever, so has Dan3, Ali Chen, Skeeter Bug, and others who names don't immediately come to my middle aged mind. And those are just among the ones that have stuck around. Indeed this may well be true. But without diminishing their glorious contributions, I can only assume that it was your incomparable typing skills which saved me from becoming a Mom & Pop Buy & Holder of this particular FRAUD. ...Besides,... they have been unwilling to meet my fee demands for making them "Legends in their own times."<Ha Hooo 8-> 0\|0

To: Bilow who wrote (73043)	5/17/2001 8:35:30 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Carl, One of the earliest Rambus bears was KZNerd. He tried to warn DaveB years ago that he was going to lose his rear on RMBS. Too bad some people don't listen. Message 11285509 To:Dave B who wrote (29783) From: KZNerd Friday, Sep 17, 1999 4:21 PM View Replies (1) \| Respond to of 73109 RE: <I wish, though, that we could separate the Intel vs AMD issues from the Rambus issues. AMD and Intel make the same types of decisions -- which type(s) of memory to support. Intel just didn't go your favored way while AMD did.> Actually Intel did go my favored way on the Rambus decision. My favored way at the time the decision was made. And my favored way in about 1988 or 89 when the eventual Rambus founders asked me if I thought that they should go ahead and found Rambus. It seemed like a great idea at that time. As a microprocessor designer it seemed like it would significantly improve several nasty problems that have always plagued CPU designers like pin count and granularity. It seemed like a no brainer then especially in light of the view that the dram industry was going brain dead and would be unable to continue the dram evolution on their own. It's only in the last year that I started to re-think this and only in about the last month that I've gone all the way to the other side and now believe that Rambus is a mistake that is only being held up by Intel's boot heel. Now this may well be enough to make it succeed but it is not as sure a success as it would be if there were true substance behind it. 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