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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (2120)	2/15/2000 8:51:00 PM
From: jhg_in_kc	Read Replies (2) \| Respond to of 4691

James, I think warren buffett finally bought some RAMBUS today! <ggg> I may have sold it to him at 165 (my cost 88)! jhg

To: James Clarke who wrote (2120)	2/15/2000 10:21:00 PM
From: jhg_in_kc	Respond to of 4691

ALL, FYI-- FOCUS-Rambus shares surge for second day PALO ALTO, Calif., Feb 15 (Reuters) - Shares of Rambus Inc. (NasdaqNM:RMBS - news), a maker of computer memory technology that speeds performance, surged for a second day after the company said chips using its technology are being produced in large numbers. Rambus said late on Monday that manufacturers are making a larger number of Rambus components that are used in high-performance desktop personal computers, gaming consoles, communication products and other electronic devices. Rambus stock rose 40-19/64 to a record 151-47/64 in Nasdaq trading. The stock has more than doubled from a year-low of $51.50. Production of the chips had been delayed last year after one major client discovered glitches. ``Rambus and the industry have been working very hard to get additional component manufacturers ramped and in high-volume production,' said Avo Kanadjian, head of marketing for Rambus in a statement. Samsung , the world's fourth-largest semiconductor maker, is the first big producer of Rambus DRAMs, or dynamic random access memory chips, which are most widely used in PCs. Already, Samsung has boosted production to 2 million devices a month, Samsung said. At the Intel Developer in Palm Springs, Calif., Intel executives voiced continued support for Rambus's memory- enhancing technology, which initially caused a delay in shipments of Intel's chip sets for its new Pentium III chips, because of a technical glitch. ``In the first quarter, over two million 820 chip sets were shipped into the marketplace,' said Pat Gelsinger, vice president and general manager of desktop products group, referring to Intel's chip set that uses Rambus's RDRAM technology. ``Now industry support is rallying around RDRAM.' Gelsinger also said that RDRAM is also being optimized to run with Intel's upcoming chip, code-named Willamette, which is expected sometime in the second half of this year. NEC Corp., the world's second-biggest chipmaker, and Toshiba Corp., the No. 3 chipmaker, are also boosting production and seeing strong demand, the companies said. Intel Corp.(NasdaqNM:INTC - news), the biggest chipmaker, is also shipping a chipset that uses the Rambus technology. On Monday, Dell Computer Corp.(NasdaqNM:DELL - news), the world's No. 2 PC maker, said its first PC using the long-awaited memory-chip technology, was available. The Rambus DRAMs, known as RDRAMS, had been delayed in the fall after Intel discovered several glitches in them.