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: Zeev Hed who wrote (32336)	10/19/1999 5:28:00 PM
From: RetiredNow	Read Replies (1) \| Respond to of 93625

I'm out again at $66 5/16. This stock is whipsawing me. I took half of the proceeds and bought more Cisco. Rambus is losing me. I have still managed to make a profit on this stock, but today's loss ate into that. This stock is starting to have the manic feel of Iomega.

To: Zeev Hed who wrote (32336)	10/20/1999 6:51:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

I would not rule out a complete collapse of the stock to the mid $20 zeev, is my boat going to fall off the end of the world today too? rmbs has 30+ design wins...many remain unannounced. here are the announced wins (16): AMD chip sets for K7 processors Brocade Communications SilkWorm network switch Compaq Computer Corporation, AlphaServer enterprise computing systems Compaq Computer Corporation, Performance Desktop PCs Dell Computer Corporation, Performance Desktop PCs Evans & Sutherland 3D Visualization Graphics System Fore Systems ESX-2400 network switch and ESX-4800 network switch Hewlett-Packard Kayak XM600 Workstation and XU800 Workstation Hewlett-Packard Vectra VL600 Corporate PC Intel Corporation 820 Chipset for Performance Desktop PCs Intel Corporation 840 Chipset for Workstations National Semiconductor Corporation future PC processors Nintendo64 3D graphics video game system PixelFusion FUSION(TM) 150 High Performance Windows NT Graphics Chip Sony Next Generation PlayStation(R) System VideoLogic Power VR(TM) Graphics Controller i would love to see the other half of this list. i expect many of them to be in communications. my point is, this represents a helluva lot of support for the technology. this thread has always concentrated on just the pc portion of rmbs....rmbs has often stated that pc's will only be 35% of revs. if as we believe, carmel is ok, only a portion of that 35% is affected. if camino is fixed, none of that 35% is affected. i think the problem could be confined to dell. hp seems to be ok with product in channels. i was pleasantly surprised to hear of ibm with rmbs ads in pc world mag. i did not expect to get ibm until next year. ibm labs are famous for testing, retesting and overtesting everything. i believe ibm is ok and ready. this site has been updated twice since the delay. developer.intel.com unclewest