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

To: REH who wrote (9585)	11/13/1998 10:48:00 AM
From: MulhollandDrive	Respond to of 93625

LOL!! He's been a very good contrarian indicator in the past on certain stocks. It's good to hear all points of view. BTW, he also said that Ashrok Kumar (sp) was blackballed from the DELL analyst CC yesterday, but he got in thru a conference call. I think he (Kumar) said yesterday that DELL was "fairly" valued at 75 before the earnings report, I think he deserves some credit. bp

To: REH who wrote (9585)	11/13/1998 11:13:00 AM
From: MileHigh	Read Replies (2) \| Respond to of 93625

Herb is just a negative and crotchety (sp) old man, similar to Jim Rogers who casts doom and gloom constantly, that is why Soros booted him. MileHigh

To: REH who wrote (9585)	11/13/1998 11:14:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

REH, If you get any details on the Intel conference call this AM, please post. MileHigh

To: REH who wrote (9585)	11/14/1998 9:45:00 AM
From: REH	Respond to of 93625

DRAM industry: What real diversity is there to protect? Nov. 13, 1998 (Electronic Engineering Times - CMP via COMTEX) -- Your effort to protect and foster a diverse DRAM industry is laudable, but concern about a "leading supplier of alternative high-performance memories," Micron Technology, is misplaced (see Oct. 26, page 64). In the midlife of the 16-Mbit DRAM generation, Micron elected to exit the technology market and become a law firm. Its die shrinks in the 16-Mbit generation were lagging behind competitors', and mainstream DRAM manufacturers were shipping 64 Mbits in volume before Micron was offering samples. The only field in which Micron was leading its industry was in filing complaints with the FTC. I hate to see the DRAM industry reduced to only one technology and licensed to boot, just the same as you do. But, let us face it, DDR [double data rate] and SyncLink are not real alternatives, technical merits aside. There is no real champion of either technology, nor are there real products. Few manufacturers are shipping DDR DRAMs at the extended sample level; systems and user companies are not identified, which makes you wonder whether shipments are internal. As for SyncLink, data sheets are "draft/advanced" (sic); there were no claims of delivery. On the other side of the fence is ugly Intel. Believe me, on my part there is no love lost for Intel; its business practices in the past both hurt and outraged me . Just to give you an idea, I was a victim of an Intel internal memo telling its FAEs, "Do not tell customer that interrupt vector is unpredictable, unless customer can prove it" for the 8048 processor. On the other hand, I have to give Intel credit for having twisted DRAM manufacturers' arms in order to provide critical mass for the launch of Rambus. In contrast, DRAM manufacturers, proponents of so-called alternate technology, have been bickering among themselves and bitching about Intel's trust. If you are bent on calling for FTC action, perhaps you should look into the possibility that Intel, disk-drive vendors and DRAM manufacturers conspire with Microsoft to perpetuate the pace of lower system performance at ever-increasing CPU speed and DRAM capacity, accompanied with an up-spiral for storage space. Miroslav Pokorni

To: REH who wrote (9585)	11/14/1998 9:53:00 AM
From: REH	Read Replies (1) \| Respond to of 93625

I've compiled some new useful links - you can find them at: mckenziewebster.com reh