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

To: Dan3 who wrote (34760)	11/17/1999 10:00:00 AM
From: Glenn Norman	Read Replies (2) \| Respond to of 93625

DAN3 WROTE Re: Intel seems to be backing away from rambus and accepting alternative next-generation memory types,............. Yo_Dan3...............This link is from the AMD thread, Bilow posted it a few post back on the RAMBUS thread: Message 11959935 To: Scumbria (80199 ) From: Yougang Xiao Wednesday, Nov 17 1999 1:07AM ET Reply # of 80243 Again, Courtsey of Albert: 06:50am EST 16-Nov-99 Credit Suisse First Boston (Glavin, Charles (415) 836-77 AM CALL: INTC: Introduces 820 Quietly (PT 1 OF 2) FBC CREDIT SUISSE FIRST BOSTON CORPORATION Equity Research Americas U.S./Technology/Semiconductors .......Yet Intel still has plenty of contingencies, that in most cases produce a much better price/performance for the intended market than had Rambus been forced into them. Actually, we believe that Intel never fully intended for Rambus to be as widespread as some investors believed. Support work for non-Rambus chipsets had been talked about as long ago as Intel's Developer Forum back in April 1998. Intel's goal has been threefold: To motivate the memory makers to improve R&D spending for higher speed memory (hence why Intel supported a relatively obscure architecture like Rambus ---to light a fire under the entire group). To make sure that memory speed would not be a bottleneck to processor performance. To have enough memory alternatives (Rambus, DDR, PC-133) to support its different processors (Pentium-II, Xeon, Celeron, respectively). Since the beginning of 1999, we have said that we believe the ultimate tagline for Intel's memory strategy is, "whatever memory type OEMs want, that's what Intel will support". Rambus just happens to be one type of memory that is better-suited from a price/performance standpoint for the higher end Performance PC and workstation systems. For the value/sub-$1000 segment, we believe Intel will advocate using PC-133 SDRAM (given the better manufacturing costs), and the use of DDR for servers as well as the new 64-bitItanium line. At the Rambus shareholders meeting last year S. Toprani chief technical officer for RAMBUS stated their PROJECTED MARKET PERCENTAGES FOR RAMBUS THRU 2002 as: 1. Total Rambus Market Share for PC's..............35% 2. Total Rambus Market Share for SERVERS...........15% 3. Total Rambus Market Share for ALL OTHER USES....50% DAN3 WROTE Re:the stock is doing the one thing no one expected it to do: It's price is fairly flat. I think prices will gradually move up as more product gets into the hands of consumers and the PUBLIC PC magazines. This will allow the "MAN on the STREET" to get "HANDS-ON" experience as to what high end PC's with RAMBUS are "REALLY, IN TRUE LIFE USE" capable of doing. The MARKET PLACE will then decide the fate of RAMBUS. If the "WORD on the STREET" is "these machines are SCREAMERS", then Rambus is a super winner. If the "WORD on the STREET" is "it is no better than my old machine", then you will be a very rich man if you are SHORT RAMBUS. If it is not already obvious to those on this thread: I am casting my lot with "these machines are SCREAMERS", with the FULL AWARENESS AND KNOWLEDGE that I may lose my "CUSHIONS"! Salude to all - Norman! L R for a V L T!

To: Dan3 who wrote (34760)	11/17/1999 11:58:00 AM
From: Jdaasoc	Respond to of 93625

Dan: RE-<< Intel seems to be backing away from rambus and accepting alternative next-generation memory types, the stock is doing the one thing no one expected it to do:>> Your starting to make sense. I should have read your post a half hour earlier when stock was 87. I have covered all my long stock with DEC 75 Calls. I will look for FUD attack by Monday to drive RMBS down to below the 77 low of Joe Osha comments of last Friday. I will decide to buy back covered calls or go shorter based upon lack or presence of positive news from RAM manufacturers. john