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

To: MileHigh who wrote (4602)	6/13/1998 3:40:00 PM
From: Gary Wisdom	Read Replies (1) \| Respond to of 93625

Milehigh from the dunderhead Re: the Toshiba license, I seriously doubt they could call it Rambus DRAM if it wasn't a Rambus license. Makes sense, doesn't it? In regard to the FTC thing against Intel, it's been written on by many scholars at this point that the FTC is barking up the wrong tree and has no case. One final comment FWIW: Everyone in the universe thinks the semi industry is dead. Well, they are dead wrong. The companies in this industry are no different than any other business in any other industry. As DRAM prices fall, those companies that can't compete will go out of business, reducing the supply on the market. Others that stay in business will reduce or stop production if they can't sell it for more than it costs them to make. Of course, this takes time. And the devaluation of the Asian currencies has forced them to dump chips on everyone. Of course, this too will stop at some point. Banks won't lend them the money to do this. Everyone in the universe thinks that PC prices will continue to drop forever and go to $399 very soon. Hogwash. Again, marginal producers will drop out decreasing competition. And the powers that be will come up with ways to convince you to spend more. Everyone in the universe thinks that 32 MB of regular DRAM and a 133Mhz processor is more than enough to run a computer for 10 years. BS. You can count on the Dell, Microsoft and Intel cartel to figure out how to make things so complicated that the average person will have to have a GB of memory and a 500 Mhz chip to run anything. And with the new faster processors, it is imperative to have a faster memory chip. This is not optional. What is a question is whether it will be Rambus. If you think so, buy the stock. If not, short it. When there's blood on the street, that's when the smart ones buy. I'm not saying that we'll be rich holding Rambus through the balance of this year. But, if Rambus is good enough for Intel, it's good enough for me to hold. Never, never bet against Intel or Microsoft. You will lose. <ggg>