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

To: unclewest who wrote (17516)	3/20/1999 12:58:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

uncle, I apologize if my comments were harsh, they were not directed at you personally. I was just saying everyone should not be blind to what they read. Not you personally, seriously. Also, I did not mean to give the idea that you or anyone is a rookie, after all, I AM the rookie! <gg> It's just that when I read the news releases I see that DRAM's are also supporting SDRAM and DDR. They also mention ramp of said products, not RDRAM exclusively. Also, Pete MacWilliams dodged the performance question. Point being, if RDRAM performance does not support the higher costs, then adoption could be slow. I am just concerned and have my issues at current junction and stock price. I am naked, not short or long and not trying to talk the stock down. It is just funny how months ago I spoke about how there was a developing test and ramp issue and everyone shot me down. Now look where we are at!? Currently we see smoke in the distance about technical issues not being resolved and I see no resolution reported yet. Your thoughts and research are great, I appreciate them! I suppose my whole point is that, IMHO, the current risk/reward scenario is not appetizing to me. That's all. I have learned that even if I miss the next big RMBS move, there are other stocks to make money in. And I suppose I also agree with others thoughts that I would rather buy once some of these issues are solved, even if I miss 10 points or so. Again, my comments were not directed to you personally, just posting my thoughts as others do. Regards, MileHigh

To: unclewest who wrote (17516)	3/20/1999 1:24:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 93625

uncle, Here is an example of how I read something: 1- This is not rousing support for RDRAM. 2- They will only make RDRAM for Mitsubishi; not for everyone, all the time, and shipped everywhere 3- They do not even intend on licensing RDRAM until the dust settles. I am not saying this is bad news, but I do not think it is great news, just so-so news. I use it as an example of how one might read that passage and get real excited, while I read the article and do not get real excited. It is all a matter of interpretation. Make sense? Regards "This year, we will only have a small amount of capacity for Direct RDRAMs," Tsai said. "But it is our plan to have enough capacity for Direct RDRAMs in place to meet market demand by the year 2000. We will only make these DRAMs on a foundry basis for Mitsubishi. We do not intend to license the technology from Rambus until Rambus owns a 40% or 50% share of the market."

To: unclewest who wrote (17516)	3/21/1999 4:52:00 PM
From: Alan Hume	Read Replies (1) \| Respond to of 93625

Uncle, "every day or two, another major international corporation announces a new product to use rambus rdram, or to use rambus technology, or to facilitate rambus rdram production, or to produce rambus rdram, or to produce rambus rdram peripherals, or to construct rambus rdram production facilities. are you suggesting that this is a big hoax? are you suggesting that the 15 or 16 dram manufacturers have been duped because rdram doesn't work? does anyone believe that the $1 billion investment in rdram announced the other day by sony and toshiba is a big mistake? do you want us to believe that the $1 billion investment in micron and the $100 million investment in samsung, in the past month or two, by intel for rambus rdram production is an error? there are approx 75 major corporations working on getting rambus rdram on the street this year. are they all wrong? " Of course it is not a hoax, but let me ask you a question: Have you ever purhased a brand new house that was not yet built? If you have, you are putting your faith in the architects plans and in his ability to convert these plans into bricks and mortar. Right now it is the same with RMBS. All we actually have is the architect's sketch and a lot of faith Alan