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

To: Don Green who wrote (35980)	12/21/1999 11:20:00 PM
From: Don Green	Respond to of 93625

A summary of comments from Hambrecht & Quist, one of the original underwriters of Rambus... Nothing stated pro or con about Rambus since 14 July 1999??? www9.hamquist.com RMBS: Rambus Incorporated Upgrading on Two Catalysts: Launch Imminent; DRAM Pricing Trending Up 7/15/99 ? Wehner, Pezino (Note, 4pp) RMBS: Rambus Incorporated Adopting Cautious Outlook on Rambus Ramp; Moving to Market Perform 4/15/99 ? Wehner (Spot, 4pp) RMBS: Rambus Incorporated The Message from Micron: PC133 Would be Nice 3/25/99 ? Wehner (Spot, 2pp) RMBS: Rambus Incorporated The Message from Intel: Commited to Rambus 2/24/99 ? Wehner (Spot, 2pp) RMBS: Rambus Incorporated Rambus Reports In-Line; Increasing Spending to Support Customer Ramp 1/15/99 ? Richard, Osmena (Spot, 3pp) RMBS: Rambus Incorporated RMBS: Re-Initiating Coverage with a BUY 12/7/98 ? Osmena (Spot, 7pp) RMBS: Rambus Incorporated RMBS: Reports In Line Sept. Qtr., Momentum Building; Reiterate BUY 10/15/98 ? Dickson (Spot, 3pp) RMBS: Rambus Incorporated RMBS: AMD Announces Direct RDRAM License; Reiterate BUY 10/9/98 ? Dickson (Spot, 3pp) RMBS: Rambus Incorporated RMBS: IDF Update; Direct RDRAM On-Track for 1999 Ramp; Reiterate BUY 9/16/98 ? Dickson (Spot, 3pp) RMBS: Rambus Incorporated Samsung Climbs Onboard the Rambus Train; Reiterate BUY and $100 Price Target 7/16/98 ? Chaplinsky, Dickson (Spot, 2pp) RMBS: Rambus Incorporated RMSB: Reports In Line Q3 FY98; Cash Machine in Full Gear; Reiterate BUY 7/15/98 ? Chaplinsky, Dickson (Spot, 2pp) RMBS: Rambus Incorporated RMSB: Positive News Coming, Industry Adoption Accelerating; Reiterate $100 Price Target 6/11/98 ? Chaplinsky, Dickson (Spot, 2pp) RMBS: Rambus Incorporated RMSB: Direct RDRAM Intro on Track for 2H'98, but Cost Reduction Program Key Adoption Driver; Reiterate BUY Rating 3/31/98 ? Chaplinsky, Dickson (Spot, 5pp) RMBS: Rambus Incorporated RMSB: Intel Confirms Direct RDRAM On Track for Volume in 1999; Reiterate BUY Rating and $100 Price Target 2/18/98 ? Chaplinsky, Dickson (Spot, 3pp) RMBS: Rambus Incorporated RMBS: Intel Rumored to be Altering Chipset Strategy on Rambus, Long Term Thesis Solid 1/27/98 ? Chaplinsky, Dickson (Spot, 3pp) RMBS: Rambus Incorporated RMBS: Strategic Importance to Intel Escalating: Buy on Weakness Before $100 1/26/98 ? Chaplinsky, Dickson (Spot, 4pp) RMBS: Rambus Incorporated RMBS: Reports December Quarter Above Consensus, Reiterate BUY Rating 1/15/98 ? Chaplinsky, Dickson (Spot, 2pp) RMBS: Rambus Incorporated RMBS: Intel's Rambus-based Chipset Working; Raising Price Target to $100 11/20/97 ? Chaplinsky, Dickson (Spot, 4pp) RMBS: Rambus Incorporated RMBS: Reports Ahead of Expectations; Reiterate BUY Rating 10/15/97 ? Chaplinsky, Dickson (Spot, 3pp) RMBS: Rambus Incorporated RMBS: Upcoming Intel Developer Forum and Microprocessor Forum to Highlight Direct Rambus DRAM Technology 9/29/97 ? Chaplinsky (Spot, 3pp) RMBS: Rambus Inc. RMBS: Licensing Momentum Continues with T1 Announcement; Maintain BUY Rating 7/22/97 ? Chaplinsky (Spot, 4pp) RMBS: Rambus Incorporated Reports Q3 FY97 Slightly Above Estimates; Maintain BUY Rating 7/11/97 ? Chaplinsky (Spot, 3pp) RMBS: Rambus Inc. RMBS: Gaining Momentum for PC Main Memory; Raising Price Target and Reiterate BUY 6/24/97 ? Chaplinsky (Spot, 4pp) RMBS: Rambus Inc. RMBS: The High Bandwidth Memory Systems Solution; Initiate Coverage w/ BUY Rating 6/9/97 ? Chaplinsky (Spot, 9pp) RMBS: Rambus Inc. The High Bandwidth Memory Systems Solution 6/9/97 ? Chaplinsky (Company, 40pp)

To: Don Green who wrote (35980)	12/21/1999 11:23:00 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Don: Number Nine's bankruptcy lead to problems for Pixelfusion to deliver RMBS based video cards. Sometimes you think that RMBS really is a lot of hot air and no real serious prospects. I will make up my mind finally about RMBS if Compaq Workstation AP550 fails to be delivered to channel partners as expected on Dec 29 and VC820 motherboards fail to be delivered to distributors the week of 1/7/2000. ebns.com S3 seeking assets of troubled graphics house Number Nine By Mark Hachman Electronic Buyers' News (12/21/99, 08:59:37 AM EDT) Graphics-chip maker S3 Inc. said it will buy the assets of Number Nine Visual Technology Corp., the graphics-card manufacturer and S3 customer that filed for bankruptcy yesterday. Number Nine's business, which includes a card-manufacturing operation and about 70 employees, was assessed at $4.8 million by a U.S. bankruptcy court in Massachusetts. The deal would finally bring an end to the company's struggle to sustain itself first as a chip manufacturer and later as a distributor of S3 silicon. In its day, Number Nine, Lexington, Mass., enjoyed a close supplier relationship with IBM Corp., a tie that became redundant when S3 began servicing IBM with its card manufacturing subsidiary, Diamond Multimedia. A spokesman for S3, Santa Clara, Calif., said yesterday the company will move to acquire Number Nine's assets to streamline its distribution model to a single source. A bankruptcy judge has yet to approve the offer. "[Number Nine] was a contract supplier for us, while IBM was also working with us," the spokesman said. "But Nine was also contract-manufacturing boards for [sale to] IBM. It was the one anomaly in our OEM roadmap." Number Nine's legacy dates back to before the days when companies like S3 and ATI Technologies Inc. captured the bulk of the design wins for 3D-graphics accelerators. Although its business model, which combined graphics-chip and board operations, would later be mimicked by most other graphics silicon vendors-including S3-the company was paralyzed by strategic errors, such as failing to support Microsoft Corp.'s DirectX interface. And while it scored design wins with IBM and powered the American Broadcasting Company's (ABC) Times Square billboard, Number Nine was unable to drum up additional funding, said Wallace Smith, the company's president and chief executive officer. In fact, Number Nine's most recent decision to partner with PixelFuzion Ltd. in designing FUZION 150-based boards for workstations also appears to be in jeopardy thanks to the bankruptcy proceedings. "Number Nine truly has mixed emotions about this transaction," Smith said in a statement. "On the one hand, we are deeply disappointed in not being able to complete our turnaround efforts and preserve or create value for the stockholders. "We have made great strides in our turnaround efforts during the last nine months. But in our opinion, the current liability situation was just too much to overcome. I am pleased that we will be able to repay a significant portion of the outstanding liabilities and that S3 will be given the opportunity to continue to serve and support our customers around the world," he said