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

To: jmac who wrote (33233)	10/28/1999 8:15:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 93625

JMAC, what more kind of green light do you think we need? eom

To: jmac who wrote (33233)	10/28/1999 8:25:00 PM
From: Don Green	Read Replies (3) \| Respond to of 93625

jmac I think until you get either an upgrade from one of the Investment houses now following Rambus or some new "initial coverage" from the MANY leading Investment Houses who don't seem too interested in the "profit potential of the Next MSFT"??? Most likely the price should stay around these levels. If you consider profit projections have been pushed back due to delays and I doubt they is much sizable demand for Rambus machines right now, why would anyone chase Rambus. Time is on their side as the stock's price history shows. regards Don

To: jmac who wrote (33233)	10/28/1999 8:34:00 PM
From: capt rocky	Read Replies (2) \| Respond to of 93625

jmac. this was not a rmbs conference but an intc conference. they did address camino. they said it WOULD ship in VOLUME this 1/4. that is huge! IT WILL SHIP!!! the problem IS fixxed. now it ships. what do you want? egg in your beer. rmbs traded 73 after hours.another great state- ment in reply to whether intc still supports rdram.they will continue to support rmbs in the existing applications and in future interface applications. rmbs will not be on the chip with the processor but will interface with it. intc has a 10 year plan and rmbs is part of it. they said intc must keep the pc competitive with sony and other game devices to keep selling pcs. lets see. sony uses rmbs. duh, what will intc use (or msft)? intc is talking 1 gig processors.guess what interface they MUST use. monday was historic for rambus with 840 the first computer chipset to use it commercially. i think if you want to wait for the re-release of camino to be public news ,you will lose a big move. it is going to happen .when is all that's left. rocky