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 (27005)	8/13/1999 6:48:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

infohq.com clip So which CPU do you buy? First, AMD has to ramp up their production line to produce the Athlons. At the same time, they must produce K6-2 and K6-3 laptop and desktop CPUs. This is discussed further in our article, Can AMD Deliver the K-7 Athlon ? . In all likelihood, you will not be able to buy an Athlon until this Fall, which is also when we will see the Intel Camino 820 chipset and the Coppermine Pentium IIIs arriving. While a Coppermine PIII may only have a 5% performance increase over current Pentium IIIs, combined with the 4X AGP slot, Rambus DRAM, and 135 MHz system bus of the Camino chipset, any advantage the Athlon currently has will not last long (current Athlons use a 2X AGP port).

To: unclewest who wrote (27005)	8/13/1999 7:26:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

uncle, Hot chips was suppose to have AMD showing a RDAM enabled chip, but based upon yesterdays news, I guess that won't happen. Also, no discussion of the AMD/RMBS piece!? MileHigh

To: unclewest who wrote (27005)	8/13/1999 2:11:00 PM
From: Richard Habib	Read Replies (3) \| Respond to of 93625

Unclewest, here is another scenario. Intel will support PC 133. Anyone who thinks that Intel's announcement to evaluate is a Machiavellian plan to point out PC 133 shortcomings is not being realistic. Intel is managing expectations. Camino comes out on time, of the big names Dell is the only company that actually announces a line of desktops. PC Mags etc., come out with negative evaluations (Because while RMBS will be the future standard, the time of its release was poorly timed and it will not show good performance gains compared to just adding RAM or compared to various flavors of PC 133). FuD hits all time high going something like this - the delay in widespread implementation of RMBS will allow technologies such as DDR SDRAM to get a foothold. Overall market will correct due to various factors. RMBS will decline to the 50's. Pessimism will be rampant. Milehigh, possibly BP, Zeev, myself and Unclewest will load up the truck (Hard to say how many trucks Unclewest has). Cap will sell a few of his damn boats and buy. RMBS will reach new highs by summer 2000 with a general tech rally. A fully invested leap holder will net 300% gains. Rich