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

To: Stuart Steele who wrote (26411)	8/4/1999 9:05:00 PM
From: Jdaasoc	Respond to of 93625

Stuart: From your link "Rambus doesn't make the chips itself, but instead receives royalties from chipmakers. The royalties, though, are a small percentage of the Rambus cost, he said. For a system with 64 megabytes of Rambus memory, the royalty payment is between $1 and $2, he said" If Microsoft gets $25 for OEM copy of Win98 and RMBS ger $3 for 128 megs of RDRAM, I be happy with a revenue stream 1/8 of Microsoft's with a fraction of market cap at this time. I think RMBS's time is coming real soon. I am obligated to buy 8500 shares if RMBS does not close above 100 by year end, IMHO just straight premium income, plus I have about 30% of the RMBS long that I want. I will get the remaining 70% at beginning of short covering/major runup which I expect within 2 weeks at latest. I feel that would be best way of sticking it to the shorts one more time. jd

To: Stuart Steele who wrote (26411)	8/4/1999 10:12:00 PM
From: Zeev Hed	Respond to of 93625

Stuart, you have a situation of a "balance" between the crescendo scenario and a market that is losing steam rapidly, IMHO, in two major sectors the nuts and financials. Unfortunately, you get liquidation of both the wash water and the bay, at least until someone notice they threw the baby with the wash water. Eventually, the crescendo scenario will reestablish itself, but ot until we get a serious catharsis process. So, fasten your seat belt and hold to your conviction. Zeev

To: Stuart Steele who wrote (26411)	8/5/1999 12:47:00 AM
From: Boplicity	Respond to of 93625

Very even handed reporting. G

To: Stuart Steele who wrote (26411)	8/5/1999 6:25:00 AM
From: unclewest	Respond to of 93625

Intel's Carmel chipset, which can support four-processor systems, is the first Rambus-enabled system from Intel that's targeted for servers as well as workstations, said Intel spokesman Dan Francisco. The chipset is due in before the end of the year, he said. great news!!! love those intel spokesmen.