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: unclewest who wrote (26303)	8/3/1999 7:04:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Unclewest: Intel made their RIMM validation tables look very pretty yesterday. Maybe that's why stock stayed steady today. developer.intel.com developer.intel.com I believe we are starting the AUG option expiration effect. I was hoping for breakout above 117 before AUG 21. If SUN does what you say RE Majc?, we will breakout. Otherwise we tread seasicking 80-110 trading range until 820 rollout. jd

To: unclewest who wrote (26303)	8/3/1999 7:07:00 PM
From: Dave B	Respond to of 93625

Nothing like getting the "news" a month ahead of time <G>: ------------------------- Inside Track. (News Briefs) PC Magazine, Sept 1, 1999 v18 i15 p89 Author Dvorak, John C. Full Text John C. Dvorak Just before the deadline passed for National Semiconductor to shutter Cyrix and throw its collective arms in the air, a small Taiwanese chip company that has an ongoing beef with Intel bought Cyrix and intends to keep making Cyrix chips. The company is Via Technologies--one of the support chip set makers promoting the 133-MHz system bus. Apparently Intel is not too pleased with any company supporting this bus (since Intel doesn't, I guess) and has been saber rattling about the whole thing. Threats of a lawsuit have supposedly hurt Via's business with Intel customers, so the company figures it can circumvent the problem by making its own processors. I've always said that it's been a long wait for Taiwan and even Korea to get into the processor business in a big way. The market will be interesting to watch, as the Taiwanese should attack the low end aggressively. What makes this doubly interesting are the new chip designs that should be coming out of Intel to lower costs even further. Beyond Celeron is a chip called the Tinma processor. This is close to the Cyrix GX in concept, with built-in graphics and built-in north-bridge logic. This chip should be hitting the streets in late 2000. The Tinma is said to be a 0.18-micron part, with 128K of L2 cache and a direct Rambus memory controller. This controller is the kicker: It's apparently going to hit the market as part of a high-performance, low-price strategy. The biggest gamble is the graphics aspect of the chip. One wonders what specifications will be used, how it fits into a world that's slowly moving toward digital LCDs, and about the serious problems making digital display output devices work universally. If I were Intel I'd pass on the graphics component for a few more years. FYI, Dave

To: unclewest who wrote (26303)	8/3/1999 7:19:00 PM
From: Jdaasoc	Respond to of 93625

Unclewest: <<watch close....rmbs can go up 10 points in 60 minutes>> For last 9 days, substitute down for up. If I go long @ 84 tomorrow, I will have saved 21 out of 37 pt. trading range in last two weeks. I think I can afford to wait to see which way overall market wants to go. I could see playing games with 500 shares of RMBS but not with 7 figure cash position I have at hand now. Still short many S&P CALL Options at large profit and limited risk if market rallies. I like the idea of increasing portfolio value as market tanks. I am trying not to fall in love with overweighted shorting the market as I am now. It's just getting a little addictive being short now sorta like being a RMBS long from May to until July 20. jd