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

To: Jon Khymn who wrote (76314)	7/28/2001 8:00:21 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi Web Myst; I'm not a "gorilla" fan. I'm a fan of seeing the world for exactly what it is. I think the gorilla cr@p was pretty effective at getting investors to talk themselves into buying more of stocks that they should have sold. Every now and then, some doofus shows up at the thread with a complete understanding of memory technology by analogy with something else. A recent favorite was that "RDRAM is like color television and SDRAM is black and white. Sure black and white is cheaper, but look around now, almost all televisions are color. Therefore, RDRAM will eventually crowd out SDRAM." Well, if you could learn to design high speed memory systems by watching TV I'd be looking for work in another area, LOL! The same thing applies to the guys who compare the situation with Intel and Rambus to gorillas and monkeys in the forest. There's nothing at all similar between "Intel" and a "gorilla". One is a highly successful chip company, the other is an endangered primate. All the analogies do is allow people to make themselves believe they understand a complicated situation far better than they actually do. In reality, these bozos don't have the slightest idea what life is like for a gorilla, much less what life is like for a memory designer, LOL! They just have no idea why memory designers choose the memory they do, anymore than they have an idea why gorillas choose a tree to climb up. Engineering is totally alien to their world, but they think they're an expert because they have an inapt analogy between two things about which they know nothing. The whole gorilla thing was a stunt to sell books. When Intel first gave up on replacing PC133 with RDRAM and decided to support PC133, the gorilla people should have realized that the gorilla analogy was dead. But I think "tornado" is a good word for that part of the growth of a new standard centered around where it is achieving 50% market penetration. A more mathematical description would use the solution to the equation: d/dt X = X(1-X) Where "X" is market penetration, between 0 and 1, and "t" is time scaled appropriately. But "tornado" uses fewer words, LOL. -- Carl P.S. Hey, got to go, see y'all tomorrow. Has anyone noticed the crash in 512MB registered DDR prices? It'll be time for me to update them tomorrow...