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

To: Jon Khymn who wrote (76256)	7/27/2001 7:07:46 PM
From: Bilow	Respond to of 93625

Hi Web Myst; Since you have no posting history on RMBS (that I could easily find), I can't give you links to articles or data sheets that address your particular reasons for thinking that the stock will go up someday. So I'm at a bit of a loss here, why don't you tell me why you think RMBS will be higher in May than now? But it sounds to me like you're a trader, and read these threads more for amusement than ideas or information. I'd say that's a good idea, especially with confusing stocks like Rambus. As far as that bet, you're on. I say RMBS closes below $8 on April 27, 2001. (Is that a trading day? If not, then the previous close.) No reason to require 10 SI posts, 1 is enough, LOL. As far as history goes, when Rambus suffers a fiasco, I generally search back through the thread and provide quotes from the locals who blew the call. Most of the recent bad news for Rambus has been legal. It looks to me like the legal front should be relatively quiet for the next few months, with the single exception of Judge Payne's inevitable rulings against Rambus on the SDRAM and DDR patents not included in the trial. The previous design win type fiasco was Intel's Timna. (There are other design win fiascos ongoing, but they are ignored by the Rambus faithful. Probably the biggest is that Sun is going to cancel MAJC, or better, respin it with a DDR interface. That news would be depressing for the locals, and could arrive at pretty much any time.) Some Timna history: When Intel signed the agreement with Rambus back in what, '96, the general expectation at Intel (and throughout most of the industry) was that RDRAM would inevitably be the next mainstream memory. "Mainstream" means cheapest, so when Intel decided to make a cheap, integrated CPU, they decided to put an RDRAM interface on it. The chip was called Timna, and it was, at the time, proof that Intel expected RDRAM to become mainstream. Since Intel is a gorilla, and gorillas get what they want, and since Intel wanted Timna, it was clear that RDRAM would become mainstream. But the "gorilla" theory failed, and Intel could not ship Timna with expensive RDRAM. They talked about shipping Timna with a converter that would allow SDRAM to be used with it, but everybody (almost universally) thought that was a bad idea and finally in October 2000, Intel canned Timna. So I went back and collected the long's statements on Timna. It was obvious long before Intel actually cancelled Timna that the project was never to be. Only the most delusional of Rambus longs were still saying that Timna was going to ship big numbers as late as the summer of 2000. The funny thing is that a lot of those ultra longs are still here on the thread: jim kelley on Timna: #reply-14483618 Estephen on Timna: #reply-14483662 Steve Lee on Timna: #reply-14483636 The one who got away was Sylvester80, who sold still with profit left over in late 2000: #reply-14483598 Tenchusatsu wasn't really a Rambus investor, he's more of an Intel flack, and as such, tends to quote the party line despite all evidence to the contrary: #reply-14583539 -- Carl