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

To: Bilow who wrote (79582)	11/5/2001 2:14:43 PM
From: invinciblewimp	Read Replies (3) \| Respond to of 93625

TranSwitch today, who else tomorrow? Good work collecting all those stats, Bilow. The value proposition RaSer provides will likely attract, I'm guessing (and I'm sure you'll archive this post), 10+ more arrangements in the next 2 years like the TranSwitch deal. Things take time, my friend, take a look at the engineering miracle known as DDR, for example. Your group has been saying DDR is here for the last five years, and it has yet to arrive in any meaningful quantities. My guess is (archive this, too) that Rambus will make more on their RaSer income than they will on SDRAM in two years. That's a big wild guess, but it sounds good. And since you just write stuff that sounds good to you, I figured I'd throw one out, too. Micron is a heckuva an example to really prove your point about TranSwitch's troubles. Yeah, okay, Micron is the bastion of hope in this industry. Why don't you show me their numbers? What a standout. Micron is an embarassment to the tech community, both in their crybaby attitude and lowbrow business ethics. Who's to say Cisco won't license RaSer? I personally don't think they will, but who's to say they haven't? And why do you think the stock would rally on this news? The analysts in the world are clueless about RaSer so far. As for the reason of the pick up in the demand of the 850, it's due to the over-all transition to the P4 from P3, and a combination of the numbers of chipsets people want. Wish it were more because of the acceptance of RDRAM, but I wouldn't go that far... yet.