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: Dan3 who wrote (29758)	9/17/1999 9:32:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

msdw...today's report! clips... we believe the i820 mobo design is solid, and we expect it to provide the basis to launch systems on the 27th. after conducting extensive channel checks, we believe intel has pulled in orders for parts for direct rambus based systems, and we found no signs of pushouts by any oems. we expect yields and availability of direct rambus drams to improve from currenr suppliers, and expect more direct rambus suppliers to come on line in the 4th quarter. we are not changing our earnings estimates and would be an aggressive buyer on weakness. we reiterate our strong buy rating and $150 stock price target.