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

To: Stuart Steele who wrote (37113)	2/14/2000 8:43:00 PM
From: Steve Lee	Read Replies (1) \| Respond to of 93625

If anyone is looking for a RMBS like gain then I have a stock to tout: >>RMBS<< There has been a lot of controversy about this stock, and a lot of optimism. The jury has been out over the following issues: 1) technical problems with Intel chipsets supporting Rambus 2) costs & yields of Rambus memory 3) Intel's commitment to Rambus 4) DDR as a viable alternative to Rambus memory 1 has eventually been addressed and now 820 and 840 based products are shipping in quantity 2 was addressed at the recent RMBS shareholders meeting 3 Was confirmed today at the Intel Developers Forum 4 Intel at IDF today said "DDR is too little too late and it doesn't work" (not necessarily an exact quote) Until these 4 points were addressed, RMBS was an all or nothing stock, depending on which side of the fence you sat. It is no coincidence that today was the day that the last of these issues were laid to rest by Intel and that the stock finally broke decisively above its previous all time high. I think the jury has now made its decision. I expect an easy triple from here over the next 12 months, with a lot of momentum in the very short term. Factors to watch for now are: a) More DRAM manufacturers announcing RDRAM production ramps. b) A settlement in the Hitachi lawsuit c) Release of faster IA32 processors (possibly at IDF this week) which will DEMAND Rambus memory. d) Release of Timna & Willamette chips (both use Rambus) e) Release and blowout sales of Sony Playstation 2 (uses Rambus) f) Announcement of further Rambus design wins outside of the PC DRAM area All except b, in my opinion are a certainty. b is distinctly possible and could produce an immediate double.