Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: TST who wrote (23535)	6/24/1999 10:15:00 AM
From: john dodson	Read Replies (1) \| Respond to of 93625

Selling on what news? Also, wonder why the DELL announcement hasn't helped us much yet. Maybe it was already "factored in", aye? -JOhn

To: TST who wrote (23535)	6/24/1999 10:32:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

>>As you have pointed out before, news of this type usually takes a couple days to be factored in with Rambus. << tst, correct. let us not underestimate the power of this news. we now have confirmation from the premiere boxmaker "dell" that they will use rambus memory systems. first we had the dram mfrs lining up one by one and announcing rambus rdram production. then we had all the big connector mfrs announcing rambus products. in there we had intel who makes 83% of the world's chipsets announcing they will only support rambus memory. many thought rambus would only be in high end, then intel announced timna a low end chipset only supporting rambus memory to be released next year. in the past few weeks intel, sony, toshiba, samsung, nec, hyundai, lg semi, siemens, hitachi, ibm have all made big announcements on the rambus. dell as usual is first with the best. the others will follow. they have to. nice of edelstone at morgan stanley to give us a $150 share price, and he said he saw lots of room for upside from there. unclewest