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To: Apollo who wrote (3234)	6/28/1999 11:46:00 AM
From: mauser96	Respond to of 54805

For a somewhat vitriolic comment by James Cramer on market hucksters see techstocks.com Luckily they are fairly easy to spot on SI because of the foam around their mouths <<<G>>

To: Apollo who wrote (3234)	6/29/1999 1:39:00 PM
From: Apollo	Respond to of 54805

Comments today on Rambus by MSDW analyst M. Edelstone; important elements include estimated 50% upside in share price; more importantly, news that AMD will announce chipset to support Rambus in its K7 Athlon chip applications: Stan ____________________ RAMBUS: Strong Buy Based on discussions with some of the key PC, DRAM, frequency timing generator (FTG), and tester companies, Mark Edelstone believes that Strong Buy-rated RAMBUS (RMBS: 91) is making the necessary progress to provide the infrastructure support that is required to support INTEL's (INTC: 55) launch. At least one of the leading suppliers of FTGs is already taking orders, and they have backlog to support pilot production in July and the initial production of Rambus DRAM-based PC motherboards during the second half of the year. Intel will once again highlight its support for Rambus DRAMs and detail the performance advantages inherent in its 820 chipset. **** Rambus (RMBS): More Milestones Have Been Reached To Enable The 3Q Rambus DRAM Launch Mark Edelstone/John Cross/Louis Gerhardy (415) 576-2381 (financials deleted) KEY POINTS - Based on recent inputs from our various industry contacts, we believe that the milestones to support the launch and long-term success of Rambus DRAM-based PCs are being met. -We continue to believe that Intel's (INTC, $57, Outperform) 820 (code-named Camino) chipset will be ready to support Rambus DRAM-based PC introductions before the end of the third quarter. - Based on discussions with some of the key PC, DRAM, frequency timing generator (FTG), and tester companies, we believe that they are making the necessary progress to provide the infrastructure support that is required to support Intel's launch. - Intel has recently qualified Rambus DRAMs from Hyundai (144Mb) and Infineon (72Mb), and Micron claims that supporting the development of Rambus DRAMs is currently its most important R&D initiative. - At least one of the leading suppliers of FTGs is already taking orders, and they have backlog to support pilot production in July and the initial production of Rambus DRAM-based PC motherboards during the second half of the year. - We believe that the leading tester companies have been diligently working to improve the efficiency of their testers and lower the overall test costs associated with Rambus' high-bandwidth memory technology. We would expect some of the tester companies to make Rambus-based product and/or customer announcements at the SEMICON West trade show during the week of July 13. - Intel will once again highlight its support for Rambus DRAMs and detail the performance advantages inherent in its 820 chipset during its Developer Forum in Palm Springs, California on August 31. - Advanced Micro Devices (AMD, $17, Neutral) will release a paper that describes an Athlon (K7)-based chipset to support Rambus DRAMs at the annual Hot Chips conference at Stanford University on August 17. - Based on our belief that the near- and long-term Rambus schedule remains on track, we reiterate our Strong Buy rating and 12-month stock-price target of $150. We continue to believe that the stock will advance as investors grow more comfortable with Rambus' long-term earning power.