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

To: Dave B who wrote (26348)	8/4/1999 5:35:00 AM
From: unclewest	Respond to of 93625

someone asked me for the reference to the intel rambus in servers program. developer.intel.com from intel site dated 6/29/99 clip... "Time for a Change: the new DRAM The address-multiplexed DRAM has been a staple of the computer industry for so long it is hard to imagine anything coming along to replace it, but that time has come. Intel has already announced that its next generation desktop microprocessors and chip sets will be designed to work with a new DRAM design called Rambus* DRAM Direct or RDRAM-D. Representing the second generation of Rambus memory designs, the new part offers very high memory bandwidth, low parts count, and greatly improved latency. While RDRAM-D is well suited to the desktop PC environment with its relatively small memory requirement, there is still work to be done to make it viable in servers. Given the potential cost penalty of using lower-volume, non-desktop DRAM designs for SHV servers, Intel has launched an intense effort to make RDRAM-D as attractive for servers as it is for PCs." unclewest

To: Dave B who wrote (26348)	8/4/1999 5:47:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

toshiba spent $1 billion this year to build an rdram production facility...now they are getting high product demand. interesting and good for toshiba, i read that sony is taking the bulk of their 600mhz rambus parts for pII. the rest at 800 go straight to the pc and workstation market. toshiba must be quite anxious to get coppermine for their laptops. unclewest Tokyo, Aug. 4 (Bloomberg) -- Toshiba Corp., the world's largest maker of laptop computers, said it will increase production of dynamic random access memory (DRAM) chips to keep up with brisk personal computer sales. The company said it will increase monthly production by more than 40 percent by March 2000, from this past March. Toshiba said it will triple production of 128 megabit chips to 6 million a month, while cutting by two-thirds production of less powerful 64 megabit chips to 2 million units. The company plans to produce 1 million 256 megabit chips a month by March. ''PC sales are pretty good and we want to keep our DRAM market share of 10 percent intact,'' said Kenichi Sugiyama, a company spokesman. Japanese personal computer sales rose at a record pace in the April-June quarter, the Nihon Keizai newspaper said in a survey of computer makers. Sales were up 40 percent from the same quarter last year, reaching 2 million units. Toshiba shares fell 37 yen, or 3.8 percent, to 928. The shares have gained 38 percent since the beginning of the year. Below is a list of monthly production rate figures, in millions, estimated for September 1999 and March 2000 as well as the production rate as of last March. March 1999 Sep 1999 March 2000 64 megabit 6.0 5.0 2.0 128 megabit 2.0 3.0 6.0 256 megabit 1.0 128/144 megabit (Rambus) 1.5 2.5 ---------------------------------------------------------------- Total 10.0 14.0 23.0 (in units of 64 megabits)

To: Dave B who wrote (26348)	8/4/1999 10:28:00 AM
From: richard surckla	Respond to of 93625

Dave B, So you actually believe there is such a thing as the Random Walk? Good post. I couldn't have said it better myself! <VBG>

To: Dave B who wrote (26348)	8/4/1999 1:01:00 PM
From: grok	Read Replies (1) \| Respond to of 93625

RE: <On a more "scientific" basis, however, I'll be happy to sit down with anyone who thinks the market is not a random walk, we'll grab some Valueline charts, I'll cover up some portion of the right side and I'll let you tell me exactly what the stock will do in whatever time frame you choose.> I've never understood how TA can work. If it does work then it seems like someone could write a program which would go back and look at all the past history of all stocks and find patterns like "head and shoulders" and predict what will happen and then test the prediction against actual history making a running total of the accuracy of the predictions. Then all the TA guys could compare their accuracy indexes and put it on their websites. Then we'd see if they beat a monkey with darts.