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

To: Jdaasoc who wrote (27210)	8/16/1999 10:26:00 PM
From: MileHigh	Respond to of 93625

jd, Agreed on the DRAM market forecasts, they are all over the board and agreed on commodity nature of RDRAM. Once a meaningful ramp has occurred, then RMBS will bounce all over the chart just like MU does now. Check out the MU chart just the last 9 months. Wow!! MileHigh

To: Jdaasoc who wrote (27210)	8/17/1999 9:40:00 AM
From: wily	Read Replies (1) \| Respond to of 93625

I don't know if the thread has seen this kind of stuff yet: aceshardware.com Cool Feedback To My News Updates KH Yeap Monday, August 16, 1999 (12:38 PM Pacific Daylight Time) Just got a cool feedback email from somebody in the know regarding some of my earlier news updates. Here's part of his responses: "Soyo will be sampling a Slot A board in the next week or two. AOpen will have one to sample by Sept 1 (they finally decided to jump in). . . " "BX chipsets have gone up over $40 because of the shortage. This is up about $10 in the past month. . ." "I don't know about pressure from Intel - but I can tell you that AOpen doesn't really like Intel that much - they would probably go with the Slot A board just to spite them, if they got pressured... come to think of it, Intel did put pressure on them about the AX63 Pro, and now they have a Slot A board coming... hmm!" "Yes. I was suprised when AOpen told me they would have a sample in Sept. It was only a few weeks ago that they told me they weren't going to do it. Either Intel pissed them off, or the Athlon reviews got them thinking. . ." "I don't remember if I mentioned it, but both Soyo and AOpen confirmed that the i820 will have 133MHz SDRAM support in it. I think DRDRAM is doomed to be a niche player. . ."