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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (2885)	6/21/1999 3:09:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Rambus alert. Up > $9/share at present. Conversion from SDRAM to RDRAM memory standard seems imminent; awaiting Intel announcement availability of the Camino and Carmel chipsets that will permit Pentium III interfacing with Rambus DRAMs for desktops and servers/workstations. PC market estimated to account for ~ 1/2 of DRAM market; below is information from Rambus thread hinting at very wide potential uses for Rambus memory chips, including High Definition TV, DVD, Sony Playstation/Nintendo games, etc. Rambus shares some qualities of Qcom...has the patents on a new technology standard, with much of industry expected to use that standard. An infant Gorilla in the making??? Stan >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> To: MileHigh (23133 ) From: REH Monday, Jun 21 1999 1:54PM ET Reply # of 23150 Why we believe Rambus (Nasdaq: RMBS) will be $ 400.00 in 2001 The key to building standards lie in the infrastructure. Rambus has a patented design for the chip to memory interface that is many times faster than anything else available. This solves the bottleneck created by faster CPU's. Our argument is that the list below is so powerful that Rambus will be a de-facto standard memory-solution within many different areas of the electronics industry. Their business model is based upon royalty and as such their margins are comparable to those of a software company. Who has licenses? A click on Rambus' partner page gives you this compelling list (http://www.rambus.com/html/partners.html) RDRAM ® Base and Concurrent RDRAM LG Semicon Co., Ltd. NEC Corporation Oki Electric Industry Co., Ltd. Samsung Electronics Company, Ltd. Toshiba Corporation RDRAM Fujitsu Ltd. Hitachi, Ltd. Hyundai Electronics Industry Co., Ltd. IBM Microelectronics LG Semicon Co., Ltd. Matsushita Electric Industrial Co., Ltd. Micron Technology, Inc. Mitsubishi Electric Corporation NEC Corporation OKI Electric Industry Co., Ltd. Samsung Electronics Company, Ltd Siemens AG Toshiba Corporation Vanguard International Semiconductor Corp. Winbond Electronics Corporation Application-Specific Standard Product (ASSP) IC Products Acer Laboratories, Inc. Advanced Micro Devices, Inc. Compaq Computer Corporation Hewlett-Packard Company Intel Corporation LG Semicon Co., Ltd. LSI Logic Corporation Matsushita Electric Industrial Co., Ltd. National Semiconductor Corporation NEC Corporation Oki Electric Industrial Co.,Ltd. S3 Incorporated ST Microelectronics SwitchCore Corporation Texas Instruments Incorporated Toshiba Corporation VideoLogic Group plc. Application-Specific IC (ASIC) Products IBM Microelectronics LG Semicon Co., Ltd. LSI Logic Corporation Matsushita Electric Industrial Co., Ltd. NEC Corporation OKI Electric Industry Co., Ltd. Texas Instruments Incorporated Toshiba Corporation VLSI Technology, Inc. Foundry Services TSMC (Taiwan Semiconductor Manufacturing Company) UMC Group System Completion Components Rambus Product/Announced Suppliers Clock Generator Components For Base/Concurrent Rambus Systems AMCC Chrontel Inc. When you analyze this list you will see that these companies represent far more than just the PC business! They also represent these industries: TV DVD Graphic Boards Steros Cable Networking Telephone Photography Automobile All of these (and many more) industries have a need for speed processing power and Rambus has the common solution. Infrastructure is everything! Market support and coverage (i.e market strength) will win over the technologically better solution anytime, if you have both it's a close to a sure thing as you can get in our opinion.

To: Apollo who wrote (2885)	6/21/1999 4:23:00 PM
From: Mike Buckley	Respond to of 54805

The absence of discussion on this thread about Lu or nortel (except Chaz 2) is deafening. Makes me think people don't believe these are as good as Qcom. I wouldn't infer that from the observation. I don't think anyone has a crystal ball. Instead, my guess is that people simply haven't taken the time to study Lucent and Nortel the way Chaz 2 has. He's been suffering that problem for a long time and my guess is he's got a great chance at having the last laugh. --Mike Buckley