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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Frodo Baxter who wrote (1807)	6/8/1999 12:17:00 PM
From: Mark Oliver	Respond to of 2025

Dell Computer has an interesting chart. They're sort of hovering around a bottom right now, but what I know about TA wouldn't fill a tea cup. Generally, it looks like PC makers have a tough road ahead of them. I'm sure Bill F is short, but you can't help not liking Dell. Bill must certainly be beating his wife after watching Rambus go up again today. Regards, Mark Related Quotes DELL 34 9/16 -1 3/16 delayed 20 mins - disclaimer Tuesday June 8, 11:01 am Eastern Time Company Press Release Dell Leads PC Sales To U.S. Small and Medium Businesses For Q1 1999 Ranked No. 1 by International Data Corporation ROUND ROCK, Texas--(BUSINESS WIRE)--June 8, 1999--Dell Computer Corporation (Nasdaq:DELL - news), the world's leading direct computer systems company, took a wider lead as the No. 1 computer systems vendor to U.S. small and medium businesses, according to research released by International Data Corporation (IDC).(a) Dell's unit shipments for this segment grew 53 percent year-over-year, nearly five times the industry growth rate. The company's small and medium business market share grew to nearly twice that of its nearest competitor. IDC's U.S. PC Tracker research includes U.S. small and medium businesses with less than 500 employees. ''Clearly small and medium businesses are increasingly recognizing the value of Dell's direct one-to-one relationship with customers, strong product lineup and growing array of service and support capabilities,'' said Paul Bell, senior vice president of Dell's Home and Small Business Group. ''We are committed to building on the momentum we have established in this market by continuing to enhance our products and services tailored for small and medium businesses.'' Dell claimed nearly 20 percent of the market in the small and medium business segment -- U.S. small and medium businesses with less than 500 employees -- in the first quarter of the 1999 calendar year, according to the IDC study. Additionally, ZD InfoBeads recently ranked Dell No. 1 in the small and medium business market, as well as the market-share leader in total PC shipments to U.S. businesses during the first quarter of 1999. Dell understands the technology needs of small businesses, and is an industry leader in major awards for its products, services and reliability. Among the industry-leading products and services Dell offers small business customers are specialized sales and support teams; easy, secure and cost-effective online sales and support; and Premier Pages, personalized Web pages that enable customers to track and review their computer purchases. For more information on Dell small business programs and services, visit the Dell Web site at www.dell.com/smallbiz/index.htm or call Dell at 800/388-8542. Ranked No. 78 among the Fortune 500 companies and No. 363 in the Fortune Global 500, Dell Computer Corporation is the world's leading direct computer systems company, based on revenues of $19.9 billion for the past four quarters. Dell designs, manufactures and customizes products and services to customer requirements and offers an extensive selection of software and peripherals. Information on Dell and its products can be obtained through its toll-free number 800/388-8542 or by accessing the Dell World Wide Web site at www.dell.com. (a) For more information, contact International Data Corporation, U.S. Quarterly PC Tracking, 2131 Landings Drive, Mountain View, CA 94043. Dell is a registered trademark and DellWare is a registered service mark of Dell Computer Corporation. Fortune 500 is a registered trademark of Time Inc. Dell disclaims any proprietary interest in the marks and names of others. -------------------------------------------------------------------------------- Contact: Dell Computer Corporation, Round Rock Media Contacts: Adrianne MacPherson or Bob Kaufman, 512/728-4100 Adrianne_macpherson@dell.com Bob_kaufman@dell.com or Investor Contacts: Don Collis, 512/728-8671 don_collis@dell.com or Robert Williams, 512/728-7570 robert_williams@dell.com

To: Frodo Baxter who wrote (1807)	6/8/1999 10:23:00 PM
From: Sam	Respond to of 2025

some gossipy talk on the RMBS thread about you know who. Here is one interesting allegation: Message 10040422

To: Frodo Baxter who wrote (1807)	6/9/1999 7:58:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 2025

Lawrence, here's an interesting situation related to the Rambus story. If you believe the Rambus stronghold over memory is now in jeopardy, there comes a question as to who or what will replace it. I have no clear answer to this question, but I see a possibility that Ramtron may gain advantage. See the following link. Message 10031748 Another interesting development is the issue of patents. All these DRAM companies are looking for a solution involving the least cost. I doubt they are having great problems with the Rambus architectures as much as they hate the idea of having to pay royalties, and perhaps also being strong armed by Intel. So how quickly would they be willing to adopt another company to take Rambus' place? Anyway, it looks like Ramtron has some useful technology for high-speed DRAM. The Ramtron is also developer of FRAM memory which can be used the store non-volatile, but dynamic memory that requires no charge to be maintained. The shows great promise for smart cards. Some companies are also looking to use it for added memory in specialty MPU's. I believe Fujitsu is the most aggressive company researching this product. This dog has big fleas. It looks like the management is bad, they have an overhanging short position from a convertible bond issue, and one of the founders had a bankruptcy problem leaving the creditors with a position that they keep trying to liquidate every time share price goes up. So, what does this leave? That's my question. Maybe this company has been beaten down, the shorts are satisfied, and the group selling stock has nearly sold all they want to sell. Those along with a serious question about the surety of Rambus' dominance of the next generation DRAM makes Ramtron perhaps more interesting. Management may still suck, and for that you may find no solution except will this company be bought out for their IP? Getting back to Ramtron DRAM product, or Enhanced Memory Systems, which is the division of Ramtron you always see in print when their PC-133 HSDRAMs is mentioned. They have patents and maybe they are going to get in the way of some companies who want to press ahead with their own high speed memory? NEC Gets Sued For Patent Infringement Message 10020411 It seems a valid question to me, at 9/16's is Ramtron a good speculation? They may do a reverse stock split and maybe Rambus is going to have problems. Looking at Rambus' share price, the market doesn't think so, or perhaps this is a great short squeeze, I don't know. I'm thinking it couldn't hurt to dabble a little here for 9/16's, but maybe Ramtron is too far gone to make any come back? Your thought would be appreciated. I'll expect my usual finder's fee of a worn out Furby if this pay off. Regards, Mark PS I got a letter full of legal stuff from PCTV saying they had a shareholders rights plan that would offer me rights for Preferred shares and how it could offer me $70 worth of stock for $35 if a takeover occurs and the stock remains over $5, and a huge number of other conditions that make the whole thing really confusing. Anyway, I was wondering if you might have gotten such a letter?