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: pompsander who wrote (32340)	10/19/1999 7:21:00 PM
From: Don Green	Respond to of 93625

CNBC Oct 19 1999 4:10PM ET More on Nasdaq Update... After a rally in the morning, Nasdaq lost a lot of ground in the afternoon. The PC and chip stocks were getting hit hard later in the day after Dell's announcement. Intel and Rambus were also losing ground because of the announcement. However, there were some winners in the Internet, biotechnology and IPO areas. Nasdaq lost it gains closing down 0.97. cnbc.com

To: pompsander who wrote (32340)	10/19/1999 7:23:00 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

Camino egg on face to be wiped away by i840? (Not sure if this was already posted) Posted 19/10/99 5:27pm by Pete Sherriff If you were a major chip manufacturer with a problem chipset, you might like to have something on the back burner to take its place. And as luck would have it, Chizilla is in just such a position. Camino may have deposited a lot of egg on Intel's corporate face, but the Great Satan of Chips appears to have the luck of the devil in that the i840 workstation chipset is just around the corner and actually works. While the 840 is aimed at the workstation market, with support for AGP4X and dual channel Rambus, what's to stop a cut down version finding a home in more lowly PCs? Chipzilla is claiming (hoping) that the i820 problems can be resolved without modifying the silicon. If it can't, the clever money's on the 820 being airbrushed out of history in favour of i840 lite…®

To: pompsander who wrote (32340)	10/19/1999 8:01:00 PM
From: RetiredNow	Respond to of 93625

I agree with you.

To: pompsander who wrote (32340)	10/19/1999 8:25:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

Pompsander, <I'm afraid Rambus has become the ultimate "show me" stock.> Nah, that title belongs to AMD, the company with a history of manufacturing screw-ups. Their new Athlon chip is a very strong performer, and AMD is pushing its clock speeds faster than expected. Some of the rabid AMD fans are even shouting "ATHLON IS THE FASTEST CHIP IN ALL THE LAND!" Yet Wall Street remains unimpressed, and AMD stock is currently at 16 1/2, down from the 20's just over a month ago when Athlon-based PCs finally started reaching the consumers. I see your point, though, and I share your concern. I just hope Rambus doesn't stay stuck in the "show me" category for long. Tenchusatsu