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


To: RetiredNow who wrote (27357)8/21/1999 2:44:00 AM
From: D.B. Cooper  Read Replies (1) | Respond to of 93625
 
BTW
E D U C A T E , A M U S E , E N R I C H


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RAMBUS INC



Spectrum Major Shareholders as of (08/15/99)



Shares Held by Institutions (in mil) (07/31/99) 9.2
Total number of Institutions (07/31/99) 196
Percent Held by Institutions (07/31/99) 39.7


Top Institutions Chg. in Shr.
(000's) Shares Held
(000's) Date
Rptd. Percent
Held


FIDELITY MGMT & RESEARCH CO (714.7) 2,694 03/31/99 11.56
MORGAN STANLEY DEAN WITTER ADV 518.2 824 03/31/99 3.53
NICHOLAS-APPLEGATE CAP MGMT (45.9) 524 06/30/99 2.25
WARBURG PINCUS ASSET MGMT INC. (12.5) 370 06/30/99 1.59
WELLINGTON MANAGEMENT CO, LLP 13.4 318 03/31/99 1.36
FRED ALGER MANAGEMENT INC. (510.2) 257 06/30/99 1.10
PAUL J. SCHUPF ASSOCIATES 235.1 235 03/31/99 1.01
BARCLAYS BANK PLC 10.9 223 03/31/99 0.96
BOWMAN CAPITAL MANAGEMENT LLC (298.2) 209 03/31/99 0.90
GILDER GAGNON HOWE & CO LLC 26.2 193 03/31/99 0.83



Top Mutual Funds Chg. in Shr.
(000's) Shares Held
(000's) Date
Rptd. Percent
Held


FIDELITY MAGELLAN FUND 305.6 1,106 03/31/99 4.74
FIDELITY GROWTH COMPANY FUND 25.0 1,100 12/31/98 4.72
FIDELITY CONTRAFUND 624.5 625 12/31/98 2.68
GROWTH FUND OF AMERICA 581.0 581 06/30/99 2.49
FIDELITY SEL ELECTRONICS PORT 573.7 574 02/28/99 2.46
FIDELITY SEL TECHNOLOGY PORT 245.6 246 02/28/99 1.05
ALGER SMALL CAPITAL PORTFOLIO 125.0 125 03/31/99 0.54
PIMCO TARGET FUND 119.3 119 12/31/98 0.51
FEDERATED GROWTH STRAT FUND 44.5 104 03/31/99 0.44
DREYFUS GR & VAL PR TECH GR FD 90.0 90 03/31/99 0.39


Top Insiders Shares Held
(000's) Date
Rptd. Percent
Held
Relation.


There is no data

¸ Copyright 99 Thomson Financial Interactive




To: RetiredNow who wrote (27357)8/21/1999 5:43:00 AM
From: unclewest  Respond to of 93625
 
Nobody is going to buy those automobiles. We've got damn good horses everywhere. Why the hell do we need an automobile. My horse will get me around just fine
"LOL"

this is where samsung is headed with rdram...this is to enable the most cost effective move to 512 for timna and 1 gig for next year.

08/16(¨—) 17:19
Prof.Park Jae-gun's chip material lab at Hanyang University in Seoul revealed August 16 that it had developed super silicon wafer in 8 inch production in cooperation with Samsung Electronics.

The next generation wafer technology is designed for the production of high density semiconductors such as 256M DRAM and over.

The product is designed to minimize the possibility of material pollution based on heavy metals in the process of manufacturing.

The pollution is known to be an origin of defective goods and has been reported to be beyond control.

The technology is reported to require no extra processing since it can directly remove defect or pollution in crystallization step.

Its developer applied patents in 8 countries including the nation and the U.S. and is discussing the technology transfer with Japanese wafer producers.

Meanwhile prof.Park said it will develop the advanced technology which can be applied to 12 inch wafer as well.



To: RetiredNow who wrote (27357)8/23/1999 7:42:00 AM
From: Bruce Brown  Respond to of 93625
 
Not only does everyone want the next best thing - they want two or three of them. One could call it American excess or one could call it simply 'glut'. Using your horse to automobile theme - who really, really, really needs a Suburban? What about a 3/4 ton pick-up to haul around a fishing pole and set of golf clubs with the occasional once or twice a year filling of maybe half the box space to haul something somewhere? Oh, that makes the price tag all worth it - does it? How about a "Monumental Scoop" of ice cream at Mt. Rushmore? For $1.99, they give you enough scoops of Land of Lakes ice cream to feed a healthy family of 4 with some bites to spare. Yet, on any given day, the casual (or not so casual) observer can see a startling thing - over 50 percent of those standing in line for one of those personal 9 inch high scoops of ice cream to be in the excess category of 'obese or at least grossly overweight'. Do they need that much ice cream? What about the excess glut at the grocery stores? Stacked to the ceiling with processed food and things that no human put on earth needs to eat in order to survive - let alone live long and healthy lives. What about those huge drinks one gets at the fast food chains. Is anyone's stomach really in need of a keg of soda to wash down the fries and sandwich? My wife and I laughed ourselves silly a few weeks ago when I asked for one of those big drinks at a chain fast food drive-thru. It took me about a week to drink it all. Yet, the average American buys, eats and wants it all. Not just one item, but two or three or more of everything. I'm guilty myself when it comes to golf clubs. Do I really need two sets of irons and three drivers that all cost me around $400 each? At least I take the lessons to be able to use my equipment properly.

How many telephones does one really, really need in their house? Suffice it say - one gets the job done quite well. How about televisions? One will do it. How about computers? I think one would serve most household's needs. I haven't even mentioned size, features, bells and whistles yet. The country is filled with quite a few 13 year olds who have new Dell 500+ Pentium III computers sporting 21" monitors. Is that excess? It is pure want - or at least a present from Grandma and Grandpas throughout the country.

In that context, Rambus helping to provide the computer world and American appetite for the 'next best thing' makes obvious sense to me. I have no doubt that whether households buy one, two or three computers outfitted with the 'next best thing' that consumers will snatch it up. They'll want it - not need it, but want it. Just as millions who own those pick-up trucks they don't really need and only haul a load or two a year around, millions will own the next best thing in computers which they don't really need and maybe only once or twice a year utilize the full power/features therein. I would say that the combination of Intel/Microsoft/Rambus creating a new 'next best thing' that is marketed as a must have is such a given that the people in line for the ice cream will be there in a New York minute. I'm not too proud of that 'cycle', but I am proud to own stock in all of them. The value chain connected looks healthy as well.

Certainly not too technical, but I wouldn't dare confuse my view as having anything to do with being technical.

BB