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


To: Bilow who wrote (77647)8/17/2001 7:42:13 PM
From: cordob  Respond to of 93625
 
I wasn´t suggesting you should be polite to the guy. Anyway your argument on the volumes and sales is totally correct.

I did count the nr of HAs for a while and they are always exactly the same.

Cheers
Cor



To: Bilow who wrote (77647)8/17/2001 8:17:45 PM
From: Steve Lee  Respond to of 93625
 
"Steve Lee is a Rambus long from a year ago"

Steve Lee was a Rambus long 2 years ago (or more accurately a call holder). He certainly overestimated how well RDRAM would do in the market by today, but he had the good sense to take profits well over a year ago. He posted his sells on SI.

This series of statements started out as a series of questions. Questions that you were not able to answer because you have made assumptions that u still haven't managed to back up with fact. The best you can do is a journalist article. Please show me how you calculate, from known pricing and Samsung info that Samsung have cut back on RDRAM production in terms of bitcount percentage in their DRAM product mix.