Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JD_Canuck who wrote (81390)	3/6/2002 2:44:25 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi JD_Canuck; Re: "... suppress any point of view ..." Silicon Investor is more or less free speech based. If mom and pop want to bring their idiotic, moronic, amateurish observations to the public they have every right and ability to do so. Heck, they've been doing it since 1997 when the thread started. And I've got every right to point their errors out to them. The only thing that is keeping them away now is the blatant fact that their pathetically childish dreams of wealth have gone up in smoke. If, by some incredible perversion, RMBS gets back into triple digits, you can be very sure that mom and pop will be back here recounting how heroic they were to keep a brave face through the black days. Re: "Those are the tactics of the schoolyard bully ..." Huh? The tactics of the school yard bully is to quote people's old quotes back at them and to call them names from the safety of anonymity? LOL!!! BWAHAHAHAHAHA!!! You must have been raised in one hell of a pansy neighborhood. Re: "... who suddenly looks around and finds himself alone in the yard." You've got this reversed. On the day that Rambus made its highest closing price (June 6, 2000 at $117.375 per share) I made 17 posts: #reply- 17076878 . Those posts were lost in a whirlwind of bullish Rambus BS posts. Since then, I've not found myself "alone in the yard", except that most of the idiots, morons and amateurs have abandoned the field, and crawled home to lick their wounds, and their likes have largely been replaced with people who admit to the failings of Rambus. Um, how can I put this. Didn't you notice that DDR won and Rambus lost? Or haven't you looked at the share price lately? Eighteen months ago it could not have been obvious to mom and pop (or Wall Street) that RDRAM was dead, and that Rambus would lose the legal cases. Even Zeev Hed was sucked in by the bogus patent case (and if you recall, I teased him unmercifully for it, for example see: #reply-16232286 ). So back then I concentrated on spelling out the case against Rambus. Now it is obvious to all, except for people who are so stupid that they cannot possibly be expected to engage in rational debate. Since it's now pointless to argue with this small beaten remnant of obvious losers, why not make fun of them? When people show up who genuinely have an open mind, I am reasonably polite to them. The most recent example I can remember is Web Myst, who played a dead cat bounce. For instance: #reply-16146873 #reply-16147112 #reply-16147668 The people I call names are people who's ignorance is so deep that they are unaware of what it is that they don't know. Let me try and explain this from my perspective. I'm an industrial engineer. Some ivory tower theoreticians who couldn't create a design for a manufacturable light switch came into an area that I have many years experience in and told everyone that they had figured out a better way to make things. When it turned out that their designs were faulty, we ignored them and moved on to DDR designs. It was bad enough for them to show up as rank beginners and to brashly tell the experts that they had a better way. That in itself was enough to piss us off when it turned out that they were just more empty suits from academia. But they got Intel to sign a deal in which Intel would try and strongarm the industry into submission on their stupid design. After that failed, they then decided to inform the people who developed the winning technology that it had actually been invented by the people who did everything they could to harm it, including voting on it at a public standard's setting group. The Rambus principals were a pile of self deluded con artists. They were so stupid that they probably didn't even know that they were pulling a scam. They didn't even manage to dump most of their shares onto the public. But the point is that they were con artists, and they cost a lot of people a lot of money. My view on the typical mom and pop is that they are simply losers who got caught up in a con. My real complaint is with the people who claimed that they had expertise in something that they were amateurs in. For example, John Walliker claimed to be an engineer, but actually turned out to be just another software weanie. PTNewell used his PhD in physics to support his opinions in an area that he had zero knowledge of. Zeev Hed claimed expertise in patents and inventions and repeatedly posted opinions to the effect that the Rambus patents were good. The Prophet and Tinkershaw claimed to be a lawyers, but completely missed the most obvious conclusions from the documents that came to light before the trial (and are still dead wrong). To put this into perspective, you need to realize that electronics is my home. You morons are the ones who've invaded my home. You've told me that you and your friends invented stuff that was actually invented by my friends. You wanted to steal our work so it could make you wealthy, so wealthy that you'd never have to work again. You failed. The hoopla at Rambus ran the stock price up to prices that were extremely destructive to the people who bet the wrong way on it. (It killed Fred Abramson, see #reply-17123680 .) I was not the cause of the decline, and I certainly wasn't the cause of the rise. If Wall Street had listened to me the stock would never have made a bubble. (Of course nothing that happens on this thread has any consequence to the stock price, only idiots think otherwise.) The bubble was the fault of management, not mine. The decline was caused by the inability of the company to meet its expectations. It's got a lot farther left to decline. -- Carl

To: JD_Canuck who wrote (81390)	3/6/2002 2:47:48 PM
From: Skeeter Bug	Respond to of 93625

>>...i don't call them Morons, Amateurs, Idiots<< good point. however, there is a history here. many rmbs bulls have been some of the most classless folks around. they talk trash - one even refers to bilow as b*low job or something to that effect. even today. my advice is to be consciously aware that you WANT to hear what you already believe (so do i). when you become conscious of that and depersonalize the issue (being right is often very emotional... as is being wrong) you will get a much better grasp on the facts in the case. ignore the trash, though. it isn't going away. on either side.

To: JD_Canuck who wrote (81390)	3/7/2002 7:59:05 AM
From: SBHX	Read Replies (2) \| Respond to of 93625

JD> Morons, Amateurs, Idiots It's not so bad being an amateur. Humility goes a long way towards capital preservation. Sometimes I feel like a moron. Selling the week before a stock doubles or buying the day before it loses 25%. A couple of times, I felt like an idiot when I thought I did a proper DD, only to find out that management was dishonest, and I was stupid enough to believe all that. Points of view cannot be suppressed, however, evidence can be presented that should cause us to question our POV. If the evidence is compelling enough and I still persist in my POV, then I deserve to be called a moron, an idiot and an amateur. Regardless, something is definitely happening with the rmbs stock. I was trying to figure out if the 'intc out of rdram' thing is already factored in. It could just be that a few souls thought that this was a big deal and shorted, when in reality, the big guys and most of the little guys already know this for a fact. However, because this is true, the corollary is that revenue will go down, earnings will go negative (hard to hit ptnewel's 14c/q when a chunk of your business goes away) and that will be harder to ignore. That takes time to work through though. You might feel that 'intc out of rdram' might not be real, but to many, the evidence has been accumulating for a long time. I think it is very credible --- the rdram wkstations and performance PCs will be around until a faster solution shows up, but you might be surprised how soon this will happen. For the 400fsb, this cheap solution might be very very soon, for the 533fsb, that will be much later. The industry has proven consistently that they can out-innovate rmbs when it comes to squeezing performance out of ddr in a truncated schedule. But you do have the right to your own pov. I do agree with one assertion. If by some miracle, the legal disasters are reversed, then there is a chance. But you have to look at all the possibilities and decide which ones are real and which ones just aint gonna happen. INTC stopping their roadmap to reconsider rdram in desktops just aint gonna happen for the next 6 months. The legal thing could. SbH