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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (3063)6/27/1999 10:11:00 AM
From: Apollo  Read Replies (1) of 54805
 
Enjoying the posts on telecom and networking; learning lots, especially since on Friday, I became a LU shareholder (post Ascend). Always enjoy Mr. Fun's analyses.

Meanwhile, thought I'd share Unclewest's summary of the week's news on Rambus, as an FYI. Unclewest is a prolific scanner of the net for Rambus information; better than 10 librarians. .....Besides Dell, we now have discussion of Rambus memory in high-speed printers, and high definition TV.

Stan
________________________________________

To: MileHigh (23739 )
From: unclewest Sunday, Jun 27 1999 8:42AM ET
Reply # of 23761

mile,
in one week, we have learned the following:

rambus in intel camino chipsets to ship in september. that means rambus in pc's this september.

rambus in intel carmel chipsets scheduled for this fall.

rambus in dell workstations to ship this fall.

rambus in graphics cards in production.

rambus in copiers is coming.

rambus in hdtv may already be in production.

rambus in sony new playstation. confirmed september release in asia.

helluva week! maybe that is why we have gone from trading in the 50-60 range two months ago to trading in the 80-90 range now.
unclewest


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