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: MulhollandDrive who wrote (25417)	7/21/1999 11:06:00 AM
From: Burgoo	Respond to of 93625

I view Semico research as unbiased. It is included in the plat99 piece I put in earlier and they forecast rdram taking about 13-15% of the total market by 2002. People pay a lot for that research, and don't expect it to be biased. Secondly, it looks like DDR has begun to rear their lovely head. > electronicnews.com AMII releases 2.1G DDR SDRAM spec Stay Tuned Jul 20, 1999 --- * PC2100 184-pin DDR SDRAM DIMM modules will use 266MHz DDR SDRAM components and provide system level bandwidth performance of 2.1 gigabytes per second. * The 184-pin dimensions are identical to the current 168-pin SDRAM module * Eleven DRAM vendors back new DDR SDRAM DIMMs Advanced Memory International, Inc. (AMII), an association recently formed to promote the standards-based development of advanced memory technology, will begin promoting a JEDEC approved 184-pin PC2100 Double Data Rate (DDR) SDRAM DIMM module as an industry standard for implementation in PCs, servers and workstations. PC2100 184-pin DDR SDRAM DIMM modules will use 266MHz DDR SDRAM components and provide system level bandwidth performance of 2.1 gigabytes per second. AMII is working directly with DRAM suppliers, logic suppliers, connector suppliers, and users to enable the completion of infrastructure development and mainstream adoption of this memory technology, which would directly compete with the Rambus spec pushed by Intel Corp. AMII said much of the infrastructure necessary for implementing the standard is already in place, including sockets, registers, PLLs and other support technology. Desi Rhoden, AMII CEO and President described the technology as a natural evolution of today's SDRAM standard modules. The 184-pin dimensions are identical to the current 168-pin SDRAM module. The module has also been approved in a PC1600 speed grade with 1.6 gigabytes per second bandwidth. Memory manufacturers actively supporting the adoption of the 184-pin DDR SDRAM DIMM module include Fujitsu, Hitachi, Hyundai, IBM, Infineon, Micron Technology, Mitsubishi, NEC, Samsung, Toshiba and Vanguard. Rhoden will present additional information on AMII and memory transitions at Platform 99, July 21-22, held at the Silicon Valley Conference Center in San Jose. For info contact: InQuest at 408 985-7785.

To: MulhollandDrive who wrote (25417)	7/21/1999 1:37:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 93625

bp, Re: What about those who shorted at 60 like a guy I work with. PC, Intel come roaring back (PCs making it up on volume): ============================================================ Retail PC Shipments Rise 32% in June, Spurred by Free PC Offers Reston, Virginia, July 20 (Bloomberg) -- Retail shipments of personal computers rose 32 percent in June, the best growth all year, as consumers flocked to snap up rebates from Internet access providers that made some PCs free, a research firm said. Revenue rose 6.1 percent in June, also the best performance this year, according to PC Data Corp. of Reston, Virginia. More than 50 percent of PCs sold cost less than $1,000 and about a quarter cost less than $600, PC Data said. The average price fell 19.5 percent to $890, the research firm said. The growth came largely because of a flurry of $400 rebates offered by America Online Inc., Microsoft Corp. and Prodigy Communications Corp. that made some PC models free and knocked others down to less than $500, attracting lots of buyers. The growth is even more impressive given that Microsoft's Windows 98 was unveiled in June 1998 and spurred strong sales that month. 'The free-PC thing really sparked a ton of sales at the end of the month -- that's where the growth came from,' said PC Data analyst Stephen Baker. That helped boost shipments for No. 1 Compaq Computer Corp. and No. 2 Hewlett-Packard Co., Baker said. International Business Machines Corp.'s shipments fell for the month because the computer maker didn't have an inexpensive machine to compete with the rebate offers. Intel Corp., the world's largest computer-chip maker, continued to regain market share, as its chips were in 59.1 percent of all PCs shipped in June, up from 55.6 percent in May. Advanced Micro Devices Inc.'s share fell to 32.8 percent in June from 36.5 percent in May June also marked the first time in a year that Intel's chips were found in more sub-$1,000 PCs than AMD, PC Data said. Intel slashed prices this year and accelerated introduction of new processors to win back market share from AMD, which it lost when AMD had better low-cost products. Apple Computer Inc.'s iMac was the No. 1 selling PC in June, PC Data said. Jul/20/1999 16:59 For more stories from Bloomberg News, click here.

To: MulhollandDrive who wrote (25417)	7/21/1999 2:44:00 PM
From: Don Green	Read Replies (2) \| Respond to of 93625

FWIW Posted 21/07/99 4:38pm by Mike Magee Rambus a yo-yo rollercoasta experience for share addictsAfter Intel's pre-emptive but predictive statement last Monday, we saw prices drop like pigeon's droppings, that is, of course, if pigeons can fly high... At the time we posted our post on Monday, shares were very high at over $110 but gradually a huge volume of shares (over three million) were traded). Yesterday (Tuesday), saw a slight recovery as the RMBS share price managed to rally to $99. On the message boards of investors, there was a huge hoo-haa in which even your humble Register got mentioned. So, for these very reasons, we have decided specifically to track the Rambus share price, on a once-per week basis. When we published our story back when that samples of RDIMMs would be massively delayed, we received much flak from investors in the product. Some analysts are still forecasting that Rambus is, in WSJ-speak, a long bet. They may well be right. The vengeance of Intel is long, too, and reaches into the smallest crevices of the IT industry. Morgan Stanley, late yesterday, re-iterated that Rambus is a strong buy. For people trading long, this has got to be true. Intel is, after all, the kind of company that doesn't like people treading on its tail. As this story was filed, Rambus' share price had risen to over $102.... ® theregister.co.uk