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

To: Bilow who wrote (87516)	12/31/2003 3:36:11 PM
From: Pat Hughes	Read Replies (1) \| Respond to of 93625

Hi Mr. Lonely, It was just 365 shorts days ago that you posted at 12:01 am. What a complete waste of year you had. Not the first ... Won't be the last. Loser.

To: Bilow who wrote (87516)	12/31/2003 3:54:38 PM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

Hi sc bilow, looks like you didn't read my last post. It had nothing to do with your sponsors copping a plea. Message 19641980 Excerpted: The minutes from a 98 meeting to define SLDRAM and Virtual Channel DRAM that was held at Micron was displayed. The meeting was attended by reps from Micron, NEC, Mosaid, Hyundai and Siemens. A note in those minutes read “According to Tabrizi, he has given Rambus ASP projections of next year that are 2 to 3 times today's SDRAM prices. They also gave to Intel a production projection of 3 times their actual plans. They encouraged every manufacturer to do the same in order to not let Intel create an oversupply.” A display from 99 showed that Tabrizi and others at Hyundai discussed what should be done about Samsung ramping RDRAM. Internally, executives sent Tabrizi a document entitled, “Rambus, Recommendations and Issues.” An email to Tabrizi suggested the they talk to Samsung. “With Samsung building significant amounts of product, we need to work with them to limit the supply in the market, otherwise we both will be competing for market share, which will result in an oversupply. We have to meet with Samsung and discuss our and their production plans. TAM analysis and targeted market share. (WW and strategic account) and reach consensus.” nice try.