Why pay some over priced royalty when the results of a non royalty based standard are very close?
the estimated royalty per pc is around $2.
if you really think intel is in doubt about rmbs, may i suggest you listen to intel's paul ottelini at the intel conference call 2 days ago...the call should still be up. then go to the dell site and do a search for whitepapers and read what dell thinks about rmbs.
why am i doing this? because i do not believe you can find any serious amount of shares to short...and i hate to see some new players get hung in a short in a company that has all the bad news out...a ton of good news coming...and is in a deep oversold condition.
this is a bit of data i dug up today...
going into comdex last year there were 1,900,000 shorts. a month or so later the share price was up 50 points and shorts had decreased to 1,100,000. the big news was rmbs would be used...big deal...everyone knew that. but 800,000 shorts covered.
this time going into comdex rmbs has 7,500,000 shorts, an increase of 5,600,000. the new news, released yesterday, is the top 5 pc makers are going to start selling rambus pc's in 2 weeks. the day comdex starts. that is a huge deal. and sony has confirmed that playstation II will use rambus and begin shipping march 6...sony expects to sell 2,000,000 units per month...even intel acknowledged sony with rambus will be stiff competition for them.
i was thinking...what if a lot or even all of the fud was put out by clever longs sucking in short sellers...and all the while, the longs are buying shares cheap.
think about this...one month ago, the last day of september, rmbs was at 66 1/4.
yesterday, rmbs was at 67 5/8.
yet the short position has increased by over 2,000,000 shares in one month. now the $64,000 question.
who bought the shares and why? what do the buyers know?
in the same time period, last month, institutions have bought over 1 million net shares.
shorts dumped 2,000,000 (over 10% of the float) shares into the market and the price went up.
now short selling is over...there are no more shares to short. several thread members have verified that fact with their brokers.
who would sell rmbs now that pc's with rdram are here.
i am convinced a mass media blitz is about to begin...we got a taste of it...a few weeks ago.
the benchmark tests clearly demonstrate rmbs advantages.
dell says they will switch 50% to rdram next year.
the top 5 pc makers are about to begin selling rambus pc's.
this may be the biggest bull trap in history.
unclewest
one more small detail. the problem has been with intel's 3 slot motherboards. i believe gateway's mobo's are ok. that means intel can get theirs squared away. when you open the next link...right click on the picture...then click properties...look at the date.
i do not believe gateway would start, a few days ago, promoting a 3 rimm mobo that does not work.
gateway.com
good luck trading,
unclewest
ps. here is a list of the 18 announced rambus design wins...i heard the rambus ceo say, just a few weeks ago, that the total is over 30. many remain unannounced. don't get hoodwinked into believing that this is just a chipset for games.
Rambus Based Products/Systems
Rambus technology addresses a wide range of computer, consumer and communications systems, including system memory, PC graphics, multimedia, workstations, video game consoles and network switches. Announced Rambus-based system products include:
AMD chip sets for K7 processors
Brocade Communications SilkWorm network switch
Compaq Computer Corporation, AlphaServer enterprise computing systems
Compaq Computer Corporation, Performance Desktop PCs
Dell Computer Corporation, Performance Desktop PCs
Evans & Sutherland 3D Visualization Graphics System
Fore Systems ESX-2400 network switch and ESX-4800 network switch
Hewlett-Packard Kayak XM600 Workstation and XU800 Workstation
Hewlett-Packard Vectra VL600 Corporate PC
Intel Corporation 820 Chipset for Performance Desktop PCs
Intel Corporation 840 Chipset for Workstations
National Semiconductor Corporation future PC processors
Nintendo64 3D graphics video game system
PixelFusion FUSION(TM) 150 High Performance Windows NT Graphics Chip
Sony Next Generation PlayStation(R) System
VideoLogic Power VR(TM) Graphics Controller
rambus.com |
