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

To: spliff who wrote (34896)	11/19/1999 10:22:00 PM
From: Adam S	Read Replies (1) \| Respond to of 93625

Folks, I gotta say I feel a little guilty. This post is going to serve as a little therapy for me. I have been a long-term bull on RMBS for over a year and a half. A real big RMBS bull, in fact. I've accumulated lots and lots of shares. I even got my in-laws in RMBS. Yesterday I sold all of my shares. I never thought I would sell. I figured I would hold on to RMBS for years..and why not, as the stock was destined to become another AOL, DELL, CSCO, MSFT, QCOM, etc. But I did sell. I felt like SHT doing it, but the writing really is on the wall. Just look at the price differential vs. the performance. Answer this question...as a new PC buyer, would you rather have 128 megs. of SDRAM, or 64 megs of RDRAM in your shiny new desktop? I'll take the 128 for the same price, thank you. Sure the price will come down, but can it happen fast enough? Intel has backed off hard on RMBS. OEM's are frustrated. Other memory solutions are looking like a better value all the time. I had bad dreams last night as a result of selling RMBS. No kidding, I actually dreamt crazy things about it. But, I was getting married to this stock. And they say "never get married to a stock."* I was at the alter about to say my vows. The question was asked, "is there anyone here that thinks this marriage should not happen speak now, or forever hold your peace," I spoke. (I spoke with that sell button.) Just in time, I think. ebnonline.com Adam

To: spliff who wrote (34896)	11/20/1999 9:05:00 AM
From: jackmore	Read Replies (1) \| Respond to of 93625

Spliff, RDRAM out of Timna? What about this word from Intel VP at COMDEX: Gelsinger said Timna includes a 0.18-micron version of the Pentium III microarchitecture along with a Direct Rambus memory controller and 3-D graphics core. Others said it, or a companion south bridge chip, may include audio and even Ethernet support. Gelsinger said the blocks on the design have been fixed and details will emerge at the company's developer forum in February. eetimes.com -- jack