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: Bilow who wrote (87529)	12/31/2003 6:23:33 PM
From: h0db	Read Replies (2) \| Respond to of 93625

Carl, this is nonsense. The memory makers feared that RDRAM would make it, and that thereafter Intel would be able to dictate memory standards instead of that fine organization known as JEDEC. That's why they conspired to lie to Intel about RDRAM projected production--overestimating supply--while conspiring to restrict supply. Once it was clear in 2001 that Intel would have to move to DDR because of the collusion against producing RDRAM, they colluded again to jack up DDR prices. That's when Michael Dell cried foul, hence the DoJ investigation. It's all there in the transcripts and documents obtained through discovery--before DoJ moved to halt discovery because of their own grand jury. Bert McComas laid out this plan in detail at a restricted JEDEC meeting. Tabriz agreed to it and joked that he hoped his buddies would visit him in jail. DoJ no doubt has even more. I'm looking forward to Micron or other other singing like canaries to keep their executives from criminal prosecution; it should provide a rich grist for the civil trials that will follow. I know you aren't that clueless. Are you now trying to avoid the DoJ as well? Quite a few people believe you were part of the campaign. Bert McComas and Inquest are gone. Sherry is "perplexed." Jack Robertson's parent magazine, EBN, just folded. Micron is trying to get amnesty. I can appreciate your need for fancy footwork.

To: Bilow who wrote (87529)	1/1/2004 12:08:36 PM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

sc bilow: you certainly have not lost your skill at spin campaigns. In other words, the government accusation will be that SDRAM and/or DDR were sold at excessively high prices, not RDRAM. In fact, since RDRAM was always much more expensive, that just gives further evidence that RDRAM was more expensive to make (otherwise the memory makers would have produced it instead of being so afraid of overproducing it, as they certainly weren't afraid of overproducing SDRAM or DDR), which undercuts Rambus' claim that their technology was superior. LOL nowhere have I heard or read anything that specifies what the govt allegations are/will be, other than "price fixing". The unclean hands theory will apply, in that any collusion between competitors (to artificially control market supply or prices, whether up or down), is not only illegal (can you spell RICO?) but also paints the dramurai protagonists of this drama in a light that will impact public image (at least) and the judgement of courts (at most).