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


To: J Krnjeu who wrote (80508)1/5/2002 1:27:23 AM
From: Bilow  Respond to of 93625
 
Hi all; J Krnjeu stupid post collection. The tale of a loser who got burned. Like so many others, he put all his money into RMBS, and quit posting when he became depressed because of the damage he'd done to his account:

August 8, 2000 (RMBS at $73.438)
I like the fact that RMBS has necessary patents on all forms of memory and only 96 million shares outstanding.
Would like to see $200 in January but really have no clue on price.
#reply-14184322
I brought leaps today. Will buy stock tomorrow or next day. #reply-14184380
Do you think $160 by January or later? Been reading RB and there are one or two quality posters. I really believe RBMS earnings could be around $10 a share by 2003 due to growth in memory market and their patents. #reply-14184405

August 19, 2000 (RMBS at $82.250)
This is another post I've seen that says we will get paid no matter which memory is sold. #reply-14242531
Looking to buy those Jan 100's Monday or Tuesday. Thought option expiration would take BUS to mid 70's. Guess BUS just too strong. #reply-14242539

August 27, 2000 (to Scumbria, RMBS at $86.125)
I'm sorry but I find that very hard to believe. You spending so much time posting negative stuff on RMBS that is appears to me that money means more to you that engineering. #reply-14283601

September 9-10, 2000 (RMBS at $75.688)
Regarding the news of the Intel rebate for the P4, don't you think that AMD will reduce their price even more to maintain market share and blunt the rebates effect for the P4? I know Intel is the gorilla and AMD market share is small but curious to you thoughts and why. #reply-14356736
Interesting read on RMBS ...
Today's Intel rebate annoucement seals the fate of a high-speed DDR as an alternative to RDRAM: what was unlikely, is now just plain not going to happen. ...
MU's lawsuit strategy is a major blunder. ...
As it is, my money is on the bet that, within six months, RMBS will be occupying an elevated and somewhat unanticipated position, that of a haven of stability, in the esteem of investors.
...
#reply-14357193

September 14, 2000 (RMBS at $82.063)
I guess there is nothing wrong with protecting their IP, heck that's why there is a patent office. #reply-14387126
[To chic_hearne who noted that the P4 wasn't going to ramp until an SDRAM chipset was available for it: #reply-14385293] Well then, if you believe only you and your sources are good and correct and everyone else is wrong, sounds more like a psych problem. Sorry I can not help on that. #reply-14388045
One of the most troubling reports, which was provided by an anonymous member of Team-DDR, is that Micron is seeing incompatibilities between modules and chipsets. #reply-14388214 also #reply-14388253

September 21, 2000 (RMBS at $82.500)
Rambus cfo was interviewed ON24 and he said that three companies are in volume production of Rmbs,Nec,Toshiba and Samsung. Then he casually said that three other companies should be in volume production by the end of the year namely, Micron, Hyundai and Infineon. Did I hear what I heard? If this is true this is the greatest news of the day. #reply-14431219

September 25, 2000 (RMBS at $81.500)
Looks like RMBS and Hyundai are in Arbitration! #reply-14452994

October 2, 2000 (RMBS at $83.000)
I'm only here to tell you that with only just 47c or $11 million per quarter, you can buy Rambus today and double your money in 12 months and end up with a huge upside surprise to boot. All roads lead to Rambus! Buy and hold and you will be rewarded! #reply-14497904
That exactly the point: Rambus withdrew from JEDEC when it became clear that the meetings were covering their patent territory. Rambus correctly withdrew and never paid dues; which shows conclusively that they never were members and were being set up by the others. This is a very tight case that Rambus will develop if it goes to court. #reply-14497948
RMBS never join JEDEC and told them about their patents in 1996 by a letter RMBS sent to JEDEC. JEDEC never followed up on the patents, they said letter was nothing more than a membership letter. #reply-14497970

October 9, 2000 (RMBS at $71.375) [quoting Yahoo poster]
NOT!. I believe that this company is worth $500 - $1,000 right now, today, based on Edelstone's $5 EPS in 2003. I will continue to accumulate RMBS as I determine wise. Being Bohemian I am a big time penny pincher & sometimes I miss out, but that's another story. I have 5 layers of RMBS, 1 layer at 16, one layer at 60 about, one layer of 70s & another layer at 75, and some more at 82. I am not technical enough to refute much of this FUD, but I am intelligent enough to spot crap when I hear it. I commit my stake to RMBS. I will see my fellow longs in Hawaii when we ARRIVE. I believe this very much. If you belief just as strongly against it than throw your stake into the pot. #reply-14543974

October 10, 2000 (RMBS at $65.063)
[quoting Yahoo poster] RMBS $300 share price in 2002 #reply-14551867
In-Stat says Rambus will be dominant ... Looks like about 5 billion in royalties, 3.5 billion net or about $35/share in earnings at 100 P/E = 3500 price per share. #reply-14551889
Yes, I'm with you on THAT!!! Let's stick a rocket ups it's A$$!!!! #reply-14552459

October 14-15, 2000 (RMBS at $64.000)
[quoting Yahoo poster] Is this the POSITIVE PSYCH for RMBS you are talking about ... predictable ride for Rambus. #reply-14582810
Fred Hager sticks to $200 price by Jan 2001 for RMBS #reply-14585264
[quoting RB poster] RDRAM price is lower than other RAM in servers #reply-14585279

October 17, 2000 (RMBS at $57.813)
[quoting Yahoo poster] "...Late on Friday, a rumor that indicated Intel was suing Rambus started circulating. In speaking with Intel, they confirmed it was only a rumor. The rumor, in our opinion, is ridiculous, and you can quote Fred on that...." #reply-14630996

October 26, 2000 (RMBS at $60.000)
[quoting tinkershaw] ... So post-law suit, RMBS a pure-bred, enormous pongoid, pre-litigation RMBS a gorilla in-waiting, but boy is this gorilla pumped with nostrils flaring. #reply-14670029
Looks RMBS is picking up some more quality investors. Investors seem to be growing more confident. #reply-14670068

October 30, 2000 (RMBS at $53.438)
You mean RMBS I hope!!!!!!!!!!LOL #reply-14691830

October 31, 2000 (RMBS at $44.938)
[quoting a reply to Bilow] Buying it here in the low 50's with such minimal downside is in my mind the equivalent of having the opportunity to buy Qualcomm in March of '99 in the 10's before the run to 200. #reply-14693635
I definitely have the FAITH!!!!!!!!!! Buying more RMBS myself. Really too cheap to pass up. A great deal like QCOM before the Ericcson settlement. Oops, sorry forgot, Hello Voltaire. I definitely have the FAITH!!!!!!!!!! #reply-14694076

November 12, 2000 (RMBS at $60.563)
[quoting Yahoo poster] ... Things are looking up. #reply-14792112
[quoting ptnewell, LOL!!!] I'm not ready to give up tens of dollars per share I own. Besides Rambus will be worth a higher P/E multiple as a monopoly than it would be otherwise. tstorey_97, you are right, if DDR-SDRAM had come along one or two years ago, and if it was stable and cheap (both unproven), it could have forestalled RDRAM for a few years. Now it looks to be too late for DDR. As every major box-builder in the world rolls out RDRAM machines in one week, DDR is reduced to one minor box builder (MicronPC) "taking orders" but not actually shipping anything. And the product they are "taking orders" for is priced to wither on the vine. #reply-14792129

November 15, 2000 (RMBS at $65.438)
We also find out for the first time that QSRL is very low power, opening up other possibilities (e.g., laptops). #reply-14819121
[quoting Yahoo poster] The fact that RMBS' lawyers were astute enough to withdraw the complaint illustrates again that RMBS is willing to retain the very best legal counsel and is another reason for confidence that it will ultimately prevail. #reply-14819271
More on RBMS & ITC FUD by Jack Robertson #reply-14819381
Hello RMBS' lovers everywhere, ... #reply-14819400

December 6, 2000 (RMBS at $47.313)
[quoting Yahoo poster] The market thinks RDRAM will win BIG! #reply-14961521
[quoting Yahoo poster] What's "developing" is that RDRAM itself is gaining real traction in a whole lot of markets, Intel is NOT dumping RDRAM, and the alternative that they ***MAY*** offer won't be either technically attractive or sufficiently economically attractive to cause people to buy it. What's "developing" is that Rambus the company will be collecting royalties on ALL common forms of computer memory anyway. Bottom line, RDRAM as a memory type will win, and [even without it, in fact] so will Rambus the company as an investment. MSDW's $200 target is right on the money, perhaps low, for 2001. #reply-14961624

December 10, 2000 (RMBS at $57.547)
It seems the new default industry standard memory will be RDDRAM. DDR appears to be a short term fix for fast memory if they can ever get it to work. Was just thinking about this, am I wrong? #reply-14989908

December 26, 2000 (RMBS at $38.250)
Hello Voltaire, thinkershaw Going all RMBS 2003 leaps #reply-15084215

January 5-7, 2001 (RMBS at $39.250)
[In reference to RMBS being off the Gorilla & King stock list.] You forgot RMBS reporting 1/11 per their site. #reply-15134148
With RMBS moving their earnings date up to 11th from the 17th, do you think good news is coming and forced RMBS to make the move to the earlier date? What might the news be, a settlement of one of the court cases or very good earnings? #reply-15134197
Zeev Hed says that if 33.25 is broken, then RMBS could fall to 16 area. Once wave 5 starts, how likely is it to break 33.25 and then fall to 16? If that would happen, what would happen to wave 5, would wave 5 start all over or would it revert to wave 4? #reply-15138952

February 14, 2001 (RMBS at $44.438)
Mr. Bull RidaH, What is your opinion of RMBS? Are you still in it? #reply-15354960

April 18, 2001 (RMBS at $20.260)
Do you still have RMBS or have you sold it and brought NEWP. There is a great deal of talk about NEWP on the porch lately. #reply-15684786

November 6, 2001 (RMBS at $8.850)
Hello BiilyG, Actually, you are full of it. Rambus patents that predated JEDEC where ruled not applicable because the judge went against the "INDUSTRY ACCEPTED TERMOLOGY" and redefined the definition of BUS to what he wanted. This the only way that the judge could get results that IFX wanted. ... #reply-16617343

January 4, 2002 (RMBS at $9.050)
Looks like the thieves are desperate to stop RMBS. #reply-16865099

-- Carl