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: Stuart Steele who wrote (32138)	10/14/1999 9:16:00 PM
From: richard surckla	Respond to of 93625

Thank you Stuart. <eom>

To: Stuart Steele who wrote (32138)	10/14/1999 9:16:00 PM
From: Don Green	Read Replies (2) \| Respond to of 93625

So it sounds like Rambus is claiming innocence and it's up to Intel to get their act together. So then nothing has changed, and It doesn't really change anything from what Intel said a few days ago. >Plenty of RDRAM for the launch when Intel is ready. I guess that comment means the chip makers aren't coming back real soon. So I guess it is now all up to Edlestone and the others to comment and again up the ante?? Otherwise the stock remains in a trading range. regards don

To: Stuart Steele who wrote (32138)	10/14/1999 9:23:00 PM
From: dmf	Respond to of 93625

Stuart: Thanks! Appreciate your summary. dmf/eom

To: Stuart Steele who wrote (32138)	10/14/1999 9:51:00 PM
From: RetiredNow	Respond to of 93625

Kick ass, Stuart. Thx for posting. I sure am glad I got back in.

To: Stuart Steele who wrote (32138)	10/15/1999 12:56:00 AM
From: Bilow	Respond to of 93625

Hi Stuart Steele; Thanks for the CC brief. Re Support revenue stream changed from 5 years to 4. I suppose that this means that the company is taking income from prepaid support contracts over a shorter time period. This would explain why they had the bump in revenue? Is there a reason why support is expected to last only 4 years into the future instead of 5? (Maybe there is new technology coming out in four years.) Re Plenty of RDRAM for the launch when Intel is ready. This is a funny comment, actually, given the collapse in RDRAM prices. Re The CEO said double data dram is definitely not competition for RDRAN. Funny that the CEO would deny what the lawyers put into the 10-Q. I guess what is meant here is that RDRAM will win the race. My guess for the reason why they didn't make the CC public, is that this allows them to say more than they otherwise could. If it was a public conference, I would think they would have to be a lot more cautionary, or risk shareholder lawsuits. -- Carl