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Bluefang

08/04/03 2:08 PM

#3146 RE: 2bStealthy #3136

2b--I yield to your study of Rambus. I invested, made some money and got out when I saw what was going on. You may be right. I know there are still some unsettled lawsuit issues, but basically I thought their goose was cooked.

Not that share price is the total indicator, but it looks like most of the denizens of the Street have voted with their feet, in a manner rather fleet.

For a while Rambus was THE darling of tech stocks, but IMO, failed to expand on their beachhead, failed to improve their product and failed to bring their prices down.

I saw it as a failure in tactics, strategy and allotment of resources at the very top. But have read no more on Rambus since I got out with some dough a couple of years ago.

IMO, Wave has charted a completely different course, altering price and strategy precisely to expand on their beachhead and are now moving into position for a frontal attack on ubiquity. Rambus for a very brief time, had the same sort of opportunity, but blew it, IMO.

You can message me privately if you would like to show me how I am either misreading or misinterpreting the fascinating Rambus story.

Bluefang