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

To: Skeeter Bug who wrote (74720)	6/19/2001 8:28:56 PM
From: NightOwl	Read Replies (1) \| Respond to of 93625

Skeeter B, I think that Tinkershaw only has time for selective reading. ...It seems very similar to the selective "recall" of questions worth remembering for a month. Message 15818443 siliconinvestor.com siliconinvestor.com 0\|0

To: Skeeter Bug who wrote (74720)	6/21/2001 11:59:11 PM
From: tinkershaw	Read Replies (3) \| Respond to of 93625

tink, i want to know what will happen in 6-12+ months, not what is happening now. wrt hype, rmbs followers ought to know it when they see it ;-) agreed that neither rmbs nor ddr are doing much right now. however, the foundation is being built for a ddr future, imho. it very well may be a while before sdrm falls below 50% of the market. bottom line - sdram is pretty darn good for 95+% of computers. Skeeter, I agree, so do I. I think we have a disagreement in where the future will lie regarding DDR and RDRAM, but it appears to be an honest one. My point was not so much that such information is not important, but that Bilow always, always, and has always, provided such information as would benefit the DDR argument, any little piece of evidence, stuff that is harder to get (of course ignoring all the harder to get RDRAM information which would lead one to strongly believe RDRAM is the future), but has totally and completely ignored what is going on in the marketplace in front of them. As an example, to my understanding, another Micron DDR chipset has bit the dust again today. Been happening since at least 1999. But might as well tout the press releases if you can't tout any actual product. So my comment was not intended as substance, just to the fact that Bilow won't answer the simplest of questions if it may be pro-Rambus, like the question I posed, or how about RDRAM is selling for less than SDRAM was last year at this time sort of thing, and simply concentrates, like a laser beam on any little flimsiest, or not so flimsy, pieces of evidence of DDR dominance. At this time that evidence mostly consists of the fact that DDR is cheap and getting cheaper. As the Micron conference call indicates, this is likely to continue to be the case as DRAM demand falls, and Micron continues to sell below cost chips in order to keep their lines running, so that they can cover their fixed costs. A death spiral if nothing changes for any SDRAM and DDR manufacturer. From my calculations, at this pace, Micron has about 4-6 quarters of life if nothing changes (of course they'll try to issue more stock or take out loans). But, again, the point of my post was more about Bilow, and not substantive RDRAM. We do seem to disagree on this evidence, and we are both looking at forward looking indicators in regard. Which is what good honest discussion is all about. A factor Bilow is not prone to. Tinker