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


To: Zeev Hed who wrote (26490)8/5/1999 1:28:00 PM
From: unclewest  Respond to of 93625
 
posted by request..

Key Dates for RMBS updated 8/5/99
I have compiled this list to be able to anticipate some of the major news releases. i have a
variety of sources. all have been very accurate.

anyday now...word leaks that intel is in mass production of camino chipset for rambus.


aug 8-13 siggraph 99 show.
pixelfusion to demo new rambus enabled graphics chip. expected to be in workstations
starting 4q. pixelfusion will pay rmbs royalties, probably in the 4-5% range, just for the
graphics chip.

aug 17 hot chips conference.
expect to see k7 with rambus demo.
sunw provides details of new magc processor.

aug 31 idf starts.
intel to feature strongarm processor and rambus systems.

sept intel announces rambus (rambus Christmas).
followed immediately by 7 major boxmakers announcing rambus pc's and workstations.
can't wait to see those usa today and pc mag ads.

sept 14-16 net world and interop.
si tera to demo rambus based products.

sept 17 sony introduces playstation II, with rambus, at tokyo show.

oct stocksplit

oct microprocessor forum

oct-nov intel announces coppermine. for desktops and portables

end of this year intel announces rmbs chipset for servers.

2000 intel announces timna. the rambus chipset for low end.

anytime: announcements for more graphics cards, consumer products, high speed communications devices, surprises! and, ibm and matsushita announce new rambus chip
for nintendo.

before long someone is going to figure out that rambus owns the memory market.
intel calls rambus, “the memory technology for the foreseeable future.”
unclewest
all of this of course is jmho.
this writer may have a position in rmbs.



To: Zeev Hed who wrote (26490)8/5/1999 1:44:00 PM
From: Timothy Liu  Respond to of 93625
 
Jd, but I think that the market is going to be crapola.

I thought so a couple weeks ago but now I think if it goes down it will be a prolonged decline rather than a 'crash'. Too many people are calling this crash and one of every 2-3 people I know said they are wary of the summer and keeping some cash available. We may see a down channel like what the drugs has been doing for the last year.

But it could also be the case that I am mixing with all the wrong people. :)

Tim
Just my 0.02$



To: Zeev Hed who wrote (26490)8/5/1999 1:46:00 PM
From: Jdaasoc  Read Replies (4) | Respond to of 93625
 
Zeev:
<<Jd, but I think that the market is going to be crapola.>>

Are you predicting end of bull market? I heard that St Louis FRB member state that only one rate increase would be necessary. Summers announced, if only symbolic, a Treasury buyback plan. Who really wants Goldilocks economy to go south? I expect up and downs through out third quarter but no major trouble holding current market levels for year end. Then again, many homeowners may want to spend $2,500 for RDRAM in their 700 MHz PIII computers for Christmas causing inflation and higher debt forcing the FED to act again.
(I hope you see that I jest)

jd