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

To: Bilow who wrote (33495)	11/1/1999 3:09:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

Thread, when even long-time anti-Rambus guys like Dan and Carl are predicting a pop in RMBS stock, even short-term, I think that's a great sign, especially for the traders like me! Tenchusatsu

To: Bilow who wrote (33495)	11/1/1999 4:39:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

Note that we still have no rumors of Samsung starting production back up. ...kinda of like last june when we had a totally false rumor that ibm would not use rdram. i do not believe samsung cut production one rdram. Another thing to notice is that Micron seems to be having no trouble signing up American box makers to long term contracts to buy memory. But Micron has been one of the last big memory makers to get into production on RDRAM. So if the box makers think that RDRAM is the inevitable wave of the future, why aren't they signing long term DRAM supply agreements with Samsung, the leader in the field? now that micron is finishing conversions, they have more production capacity than samsung. the estimates i have seen clearly state that micron will blow past samsung next year to the #1 spot. besides most of samsung's production is going to dell. samsung could not take on that much new business.

To: Bilow who wrote (33495)	11/1/1999 5:38:00 AM
From: John Walliker	Read Replies (2) \| Respond to of 93625

Carl, To imagine that no bad news is left is a failure of the imagination. Don't you think that the assumption that DDR at increasing speeds will be smoothly integrated without reliability problems is just a bit optimistic - maybe even encompassing a little failure of the imagination? I can imagine all those reflections bouncing around the bus and having trouble settling in time and I can imagine the power that will be absorbed in the terminators on all those signals. Have you looked at what clock generators for DDR have to do? (Rhetorical question) From: ti.com DALLAS, (Oct. 11, 1999) -- Texas Instruments enhanced its offering of clock driver circuits for PC memory chips by releasing its first device supporting double data rate (DDR) synchronous dynamic random-access memories (SDRAMs). TI's new phase-locked loop (PLL) clock driver circuit provides up to 10 low-jitter, low-skew differential clock signals at speeds up to 170 megaHertz (MHz). The device not only enables designers to build next-generation dual in-line memory modules (DIMMs) that support the PC200 and PC266 DDR-I bus standards, but also allows them to make the transition to the even faster PC300 and PC333 DDR-II standards. See ti.com. That's an awful lot of clock signals that have to be spread around generating RF interference. Have a look at ti.com where you will see all the extra chips that TI have designed to support DDR DIMMs. Its getting a bit complicated, don't you think? John

To: Bilow who wrote (33495)	11/1/1999 8:01:00 AM
From: jmac	Respond to of 93625

I didn't say that there would be no more future bad news--I said that there would probably be no more bad news in the short-term (i.e., next few weeks). I still believe that. I still believe that the risk was to the shorts and not to the bulls once RMBS fell back into the 60s. Shorts got a quick 35% downdraft. Expecting more during the few weeks after the debacle was just plain greedy as the market would equilabrate and allow the companies to find solutions (whatever they may be). Intel was not going to abandon RMBS just 5 weeks into a problem.