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

To: Bilow who wrote (81925)	4/14/2002 9:01:44 PM
From: tinkershaw	Respond to of 93625

To Bilow: Actually I have not given up on Rambus because of anything DDR has done or accomplished. Most everything that RDRAM proponents have predicted has become true regarding the efficacy of RDRAM and the problems DDR would experience, particularly as 2 Ghz and higher became the norm. These things are still happening. I was not wrong about the technology. But I have veered away from Rambus sometime in 2000 or 2001, time just flies, because of the crash in the overall DRAM marketplace. There came a point in time where even if RDRAM became 100% of the market it was no longer worth investing. The total addressable market crashed to 1/9th or 1/10th of what it was pre-DRAM market crash. I invest, and like to follow technology in regard. Whether or not A or B is the better technology, or eventual market winner is irrelevant if the market is no longer worth winning based upon the price of the stock. At this point in time, and sometime about a year ago, and I commented on this on the Motley Fool several times, SI, and in fact returned after a several month absent today to make similar comments on the Fool, is that the crashed DRAM market, combined with these flat fee agreements, simply ripped out the upside for Rambus so as to remove my interest in owning the stock at this time. However, should the DRAM market make dramatic improvements, RDRAM is still as well situated as it was a year ago. The problem is today, even if RDRAM succeeds, so what. The addressable market has crashed. So you may continue upon your compulsive quest to destroy all that is none DDR, much as a communist plots to destroy all that is capitalistic, no matter how much better that system performs, but my only mistake with Rambus, and this is a mistake practically everyone made, is that the extent of the DRAM market crash was far greater than I ever imagined it would be. If not for the DRAM market crash I would still be very interested as Rambus as an investment. As things stand now, I check in on Rambus news every few months to see if things are changing, but I quite frankly don't see huge upside to the DRAM market at this time. Tinker