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

To: wily who wrote (28192)	8/31/1999 11:45:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

But what does that mean? wily, i don't know. rmbs 150 doesn't interest me. unclewest tester news.. PALM SPRINGS, Calif.--(BUSINESS WIRE)--Aug. 31, 1999-- Demonstrating Six High-accuracy, High-performance Design Validation and Debug Solutions This week at the Intel Developer Forum Fall `99 Conference, Hewlett-Packard Company is touting six leading-edge products specially designed for testing Rambus technology throughout the product development and manufacturing cycle. To complement its product demonstrations, HP is presenting three technical papers providing insight into the efficiency and robustness of its test designs. The HP exhibit spotlights the latest in design validation, debug and production solutions for commercialized Rambus technology. HP's showcased test systems also embrace several other pivotal platform measurement solutions for Pentium(R) III, PCI, IEEE-1394 and AGP4X. "We're committed to providing time-efficient, high-performance measurement tools for gaining rapid insight into the system design of leading-edge technology such as Rambus'," said Edward W. (Ned) Barnholt, chief executive officer of Agilent Technologies, the new company formed by the realignment of Hewlett-Packard Company. "However, we're urging a strong industrywide initiative to assure more timely success in introducing commercially viable platform-validation solutions. OEMs, semiconductor vendors and debug-tools vendors must work together to bridge the `test gap' and increase confidence in innovative platform validation and debug approaches." HP products being showcased at the conference include the following: -- computer-verification tools for verifying data paths, such as the RAMBUS channel; -- high-speed digitizing oscilloscopes for TDR measuring TDR (Time Domain Reflectometry) and RDRAM (Rambus dynamic random access memory) system clock jitter; -- logic analyzers for debugging computer systems with memories that take advantage of Rambus technology; -- semiconductor production test systems for validating the integrity the high-speed logic and memory integral to RAMBUS silicon designs; and -- vector network analyzers for testing impedance and propagation delays, as well as for measuring attenuation and crosstalk for components incorporating Rambus technology. HP is hosting a "Birds of a Feather" luncheon presentation and panel discussion today to explore how OEMs, semiconductor vendors and tool vendors can better collaborate on platform validation and debug solution that will close the costly "test gap." In addition, HP is presenting two papers at this year's designer's forum. The first, from its Lightwave Division, focuses on enhanced-accuracy signal-integrity measurements for Rambus using HP's TDR with normalization technique. The Colorado Springs Division is presenting a paper on validating Rambus and AGP4X technologies with an HP logic analysis system. Computer-bus designers repeatedly are challenged to push technology thresholds to new levels, while pressures to speed up product cycle time continue to mount. Some of the latest trends in bus designs have resulted in decreased noise margins, narrower setup and hold times, and more complex signaling techniques. Together, these trends are eroding the confidence engineers have in conventional platform debug and validation methodologies. HP's test solutions can be seen Aug. 30 through Sept. 2 in booth No. 75 and booth No. 82 at the Palm Springs Convention Center. About HP Hewlett-Packard Company -- a leading global provider of computing and imaging solutions and services for business and home -- is focused on capitalizing on the opportunities of the Internet and the proliferation of electronic services. HP plans to launch Agilent Technologies as an independent company by mid-calendar 2000. Agilent consists of HP's test and measurement, semiconductor products, chemical analysis and healthcare solutions businesses, and has leading positions in multiple market segments. HP has 123,500 employees worldwide and had total revenue of $47.1 billion in its 1998 fiscal year. Information about HP, its products and the company's Year 2000 program can be found on the World Wide Web at hp.com.

To: wily who wrote (28192)	8/31/1999 11:52:00 AM
From: JH	Read Replies (2) \| Respond to of 93625

MSDW report dated 7/20/99 eps98A $0.28 eps99E $0.32 eps00E $0.80 5yr growth rate: 75% Comments: We believe that RMBS will enjoy explosive earnings growth as the SDRAM (PC-100 and/or PC-133) market transitions to RMBS DRAM during the next three to five years. We expect RMBS to find support in the low to mid 90s, and we reiterate our Strong Buy rating and $150 price target. INTC's Developer's Forum on August 31 should provide application-based benchmarks comparing RMBS DRAMs with SDRAMs. Mor important, it should help the PC industry, the media, and investors to better understand INTC's roadmap for PC main memory for the fourth quarter of 1999 and beyond. < IMO, this sell of is short-term profit taking, precipitated by FUD caused by TER and INTC's comments on VIA. Shorting Sep-80puts at $1-3/4 or $2 should be a sure winner...