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

To: Zeev Hed who wrote (35288)	11/27/1999 1:56:00 PM
From: Bilow	Respond to of 93625

Hi Zeev Hed; I have to agree with you on the "blood is running in the street", my trading instincts say buy RMBS now, but my engineering instincts say avoid... -- Carl

To: Zeev Hed who wrote (35288)	11/27/1999 2:23:00 PM
From: Doug M.	Read Replies (4) \| Respond to of 93625

Zeev, how do you think we react on Monday being that all the people who don't know much about Rambus will read this bull s%&t in this weeks Barrons. Palmer (the author) makes it seem like the delays are still a problem and that there may be innate problems with the technology. Everyone who's been following the story knows the problem was with the signal lines on the motherboard due to rare configuration issues with three RIMM boards. The problems have been identified and fixed...Mr. PALMER! Furthermore, he quotes two PC review companies that I've never head of to make it look like Rambus is a complete flop. He could have easily went to Sony and DELL (slightly more credibility in my book)and asked them about the merits of Rambus. I'll have my stable and fully functioning DELL/Rambus/733mhz Intel Coppermine PC on my desk before Christmas. This guy Palmer should be taken to task....another opportunity for the shorts to make money. Regards, Doug Here is the Rambus part of the article: "There was one booth at Comdex where what was not on display may end up being more important than what was. I'm talking about the display put on by California-based Rambus, the designer of the new memory chips that the likes of Samsung and Micron will be making. Intel wants Rambus' elegant chip design to become the industry standard, and the first of the batch were supposed to have been incorporated into Intel's 820 chipset in September. But delays have followed delays, most of them unexplained with it still unclear whether the problems lie with Rambus, the chipmakers or Intel itself. But even though top PC makers like Dell are still waiting to be able to offer the 820, the first techie reviews are hardly encouraging. Computer Gaming World reviewed the 820 recently and trashed it, arguing that they could see no performance gain for the higher cost. Likewise, Maximum PC magazine reported on its test of Rambus chip design in three different PC boxes, only to find no performance advantage. Considering that Rambus chips are said to be 40% more expensive, adding perhaps $200 to a typical PC configuration, that's bad news for the company. We tried to reach Rambus executives to talk about the problem, but our calls earlier this week were not returned. Though the once-highflying stock came down from a peak of nearly 120 reached in July to 60 in September, it has since been regaining some of that lost ground and recently traded just under 80. Unless there's some full explanation quickly forthcoming of just what's going on with the delays, and just why these preliminary trials were so negative, that could prove too rich."

To: Zeev Hed who wrote (35288)	11/27/1999 2:51:00 PM
From: Don Green	Respond to of 93625

Zeev> a typical "when blood is running in the street" situation with all the die hard bulls deserting ship . I totally agree, I just keep asking myself what news or event could provide enough ignition to trigger this massive level of shorts to cover. IMHO that could only come from news of huge profits which is many months away or a few big name brokers starting coverage. Even the alleged hedge fund initiated short covering rally, earlier in the year didn't do the trick. But, even if many think Rambus is a dog, the potential short covering run-up must have many fund mangers thinking of a strategy. Regards Don