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

To: Bilow who wrote (79273)	10/18/2001 1:34:40 AM
From: NightOwl	Respond to of 93625

What I find interesting, ...and it is, after all, yet another manifestation of sublime irony around here, is the way that so many of the Bilow critics - and even some adherents - insist on painting your words and deeds with their own motivations and values.<vbg> Not to pick on Mr. Green, as I confess to doing the same thing when we first crossed posts, but I am quite sure that Don's Truth O'Meter would have a very difficult time proving that anything posted on this thread is not "spin" of one sort or another. It causes me to think that perhaps he hasn't felt the ground shake beneath his feet quite often enough. ...But then, I suppose that's just how birds think.<vbg> 0\|0

To: Bilow who wrote (79273)	10/18/2001 11:12:50 AM
From: SBHX	Read Replies (1) \| Respond to of 93625

rambus die? You'd have to wait a long time. They have a $10M cushion from intel / qtr for 5 yrs. So even if everything else goes away, they should still survive. Even if all the drdram PC sales went to zero, and psx3 moves to other memories, and even if network ic designers gave up trying to find ways to work around the higher latency to drdram and satisfy the need to respond to arriving packets within us timings and switch to other memories, they still will have 10M revenue quarters for a while. This is a company that has a safety net that will keep them alive as everything around them collapses. Rambus Die? Not likely. But it will be kind of painful, and the progression will be very obvious to all who want to watch it happen. They may rise again from the ashes and build something real next time. SbH