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

To: visionthing who wrote (27260)	8/19/1999 10:44:00 AM
From: Ian Anderson	Read Replies (1) \| Respond to of 93625

Must be why we are down today :(

To: visionthing who wrote (27260)	8/19/1999 2:38:00 PM
From: Investartist	Respond to of 93625

WDR REITERATES STRONG BUY!(August 19, 1999 8:00AM) I don't write in this thread much. I only talk when I have concrete solid comments..... so pay attention. This is from a copy I read this morning. I have been laughing at all the people who are negative about Rambus for quite some time. They are expending wasted energy and hot air for no value other than to support the shorts. I get a big kick out of all the "random musings" postulating the demise or slowdown of RAMBUS. When the public really hears about the new speed of this technology they will demand it from the OEMs. The OEMs slow to ramp up this technology will be left in the dust. READ THIS! Investartist The ramp for Rambus DRAMs appears on track for September. We believe the Intel Developer Forum(IDF) on Aug. 31st through Sept. 2nd will mark the official launch as Intel is expected to formally introduce the Rambus-compatible 820 chipset. Although we also anticipate that Intel will announce support for SDRAM-133 during 1H'00, we do not believe this will impact RAMBUS market adoption during next year. We believe that PC OEM demand for Rambus is strong and that RDRAM price premiums will shrink to an acceptable level during mid-00 to allow RDRAM adoption into mainstream, volume PCs during mid-00. We reiterate our Strong Buy rating on RMBS in front of IDF and our $150.00 12-month target price. Highlights- * Intel is expected to formally introduce the Rambus-compatible 820 chipset at its Developer Forum (IDF) held in Palm Springs August 31st through September 2nd and reiterate its commitment to Rambus. * We anticipate that Intel will also detail plans to support SDRAM-133 in a chipset in 1H'00; however, this should not effect the initial ramp in Rambus DRAM and has no effect on our Rambus estimates. * Samsung-the industry's leading DRAM vendor-indicates that there is strong PC OEM interest for Rambus DRAMs and has taken firm orders from major PC vendors for Q4'99 and Q1'00delivery. * In our estimation, mid-00 will serve as the true inflection point for market adoption as Rambus penetrates into the mainstream PC segments and RERAM supply and demand come into balance. * We continue to expect that RDRAMs will account for 50% of the overall DRAM market in CY 2001, driven by the need for exponential improvements in PC memory bandwidth over the next few years. * We reiterate our Strong Buy rating and $150 target price on RMBS in front of IDF as we believe the initial ramp for Rambus is on time for September and that fundamentals for Rambus continue to improve.