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

To: h0db who wrote (87573)	1/3/2004 6:31:35 PM
From: StillHolding	Respond to of 93625

That's what I figure too. The timing of his arrival and semi leave taking was just too damn coincidental. Why is he still here on occasion? Nowhere else to go, job's over, and he's retired with nothing better to do, but his fervor for posting and the work he puts into it have dropped off substantially. Why? Because he's no longer being paid for it.

To: h0db who wrote (87573)	1/5/2004 3:13:04 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi h0db; Re: "For many, many months, you WERE the discussion posting dozens of times daily, delivering every scrap of "news" that was negative to Rambus." This was a lot more fun to talk about back when the stock was $100 per share. But even if it rises again, and makes the news again, I probably won't post as much now as before. What I found interesting about it was the wide discrepancy between the truth about the technology and what was being claimed in the media and elsewhere. The story now has been reduced to just a legal fight, which is probably fascinating to the lawyers, but not nearly as interesting to the engineers. There was a time when it was not obvious that DDR would be the next mainstream memory type. That was what all the TeamDDR hoopla was about. With the death of RDRAM, of course TeamDDR no longer matters. Instead of being argued in the media, the arguments are made in closed rooms where only engineers attend, and only engineers care about the results. This is not a new thing, it's the way things always were, before Rambus hijacked the memory industry with a lucky hit at Intel management. Re: "I always figured you were either Bert McComas, Sherry Garber, or perhaps Paul Demone or Dean Kent who was tormented for so long by "John Corse" aka "TechFuture2000 ..." Of course your figuring was wrong, but how did "TechFuture200" torment anyone? I am unaware of anything he did whatsoever that could be described as anything like "tormenting". All he did, as far as I know, was post. If there's more to the story than that, I'd love to hear about it. Re: "You've claimed to have helped design PC components, and may even work for Intel, or do consulting or design work for Intel. Or maybe you are just very well connected. If I was wide of the mark, please accept my apology." I never worked for or consulted for Intel. But, as any memory user (i.e. EE who designs memory subsystems) can tell you, Intel will talk to you if you have a need to know. And Intel was talking to us about how they would dump RDRAM long before Rambus management ever admitted that this was even a possibility. It's not a matter of being "well connected", any EE doing any kind of design involving memory would have told you the same thing, or was lying or incompetent. Look at the evidence yourself. After 1999, there were essentially no new design starts for RDRAM chipsets. Sure there were some old designs that completed after then, but there were essentially zero design starts. Surely you don't think that the actions of thousands of engineers world-wide could have been orchestrated only because they were universally "well connected"? No, the tea leaves were obvious by late 1999 that Intel was going to drop RDRAM and everyone in the industry knew it. Rambus management knew it, as they have admitted in court. (What they told their shareholders was a different story, of course.) The only reason the memory industry put together "TeamDDR" was to *ease* the transition, which had been delayed by Intel's messing around with Rambus. But the transition was going to happen no matter what anyone did, probably within a few weeks after the Camino fiasco. That is, even if Intel hadn't started all those DDR chipsets the mainstream market would have gone DDR. In fact, it was already going DDR, Intel was forced to play catch-up. -- Carl