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


To: Dave B who wrote (73289)5/20/2001 4:05:10 AM
From: NightOwl  Read Replies (1) | Respond to of 93625
 
Dave B.,

* Which will occur first: a) you'll get a clue about the business side of all of this, or b) the end of the universe?

So I take it that the object here is to be the one who profits from the FRAUD rather than the one who is defrauded and/or complains of it? Or perhaps its more a matter of "It's not FRAUD if you don't believe it?
...Or is it just another case of the TOU's failure to specify a "policy" against profiting from FRAUD? <Ha Hoo 8->

0|0



To: Dave B who wrote (73289)5/20/2001 4:09:21 AM
From: Bilow  Read Replies (1) | Respond to of 93625
 
Hi all; A week of Dave B postings, from 2 years ago... I thought I'd go back through the thread and see what Dave B had to say just before the Camino fiasco. If he's really well connected to the industry, I figured he'd have given us advance warning. So let's see what Dave B posted during the week before that fatal day in late September 1999:

He didn't know that the 3-RIMM MBs were TU:

Sept 22, 1999, in reply to KZNerd's comment that he'd seen only 2-RIMM Camino boards:
Those mobo manufacturers will be uncompetitive then, because the pictures of the VC820 board that Intel is selling shows 3 RIMM sockets in the photo. #reply-11334439

He didn't bother to mention to us that the Camino had bad performance:

Sept 22, 1999, in response to a note that Camino benchmarks were coming out low:
Nope, sorry, gotapex reversed the results of their first review (after they received new drivers) and added that the 820 will be a winner. #reply-11332267

Just days before the fiasco, and Dave B is unaware of any problems, and in addition says that Camino will have great performance:

Sept 22, 1999
That is what Intel is going to begin doing on Monday -- present benchmarks that differentiate their systems. #reply-11327712

Dave says that RDRAM is going to make it into disk drives:

Sept 21, 1999
I have a friend who designs ASICs at one of the hard drive companies. He tells me that they're looking at using RDRAM in their hard drives as it combines the streaming performance with the granularity (HDD caches are a little smaller than the memory used in video games, I think). I have no idea if or when it would happen. #reply-11313885

Sept 21, 1999
The i820 product will be a success, I have absolutely no doubt. -- from the latest gotapex review of Camino. #reply-11309807

At what turned out to be a nearly perfect shorting opportunity, and an incredible opportunity to buy AMD at what turns out to be a very good price, Dave B delivers: (Must be because he's so well connected into the industry that he knows that the Athlon is going to be a screaming success, while the Camino will be an abject failure.)

Sept 21, 1999
You're perspiring -- I can tell it from here. I think the gotapex article has you worried. You're sounding like the average bear now ("20% of it's current price?" "Intel is going to punish Rambus?" And the worst was "hope for much more death and destruction next time" -- that was pathetic). You'd better cover your positions now while you have time, because we now have our first hint that the benchmarks are going to look just fine. Do it now before they really start tumbling out and everyone figures out that this Rambus stuff really works and wants in on it.
Dave
p.s. The first clue that you had lost all rational thought was the statement about AMD having enormous upside potential. The phrases "AMD" and "enormous upside potential" should never be used in the same sentence -- it's just blows your credibility away.
#reply-11309778 also #reply-11308632

This one is too funny to pass up:

Forget Intel for a second, one of the things that has impressed me about Rambus has been the ability to get the momentum rolling for their products. They've managed to work with some of the most advanced engineering companies in the world to get them to use their solution (which is why I find the "Rambus snookered everyone" argument rather silly). And following the winning of the big deals, they've worked hard to keep their customers (Intel, Sony, etc.) satisfied. #reply-11288679

Dave B warns about coming FUD (but doesn't mention that it'll be from Intel itself):

Sept 17, 1999
If we thought the last couple of weeks were bad with the benchmark "news", I'll bet it won't be anything compared to the noise they'll make beginning the 27th. #reply-11287481

Dave B fails to predict that Intel will support DDR:

Sept 17, 1999
Yes, I thought of that after it was too late to change the slide. It's really only 1 technology (DDR) that they're not supporting out of a universe of billions of technologies that they don't support. #reply-11287182

Dave quotes the experts:

Sept 16, 1999
As for sync DRAM [i.e. next-generation SDRAM, now called DDR SDRAM] , we might--with substantial changes to the module, and if we shifted to another voltage interface and changed the way the motherboard is laid out--we might be able to get a 200MHz chip to work, although that's questionable," said Mr. Lenehan. #reply-11266390

-- Carl