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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (18135)	2/16/2000 1:14:00 PM
From: LindyBill	Respond to of 54805

Here is a chart comparing RMBS with CREE and PMCS siliconinvestor.com Cree and PMCS have done as well as RMBS the last 20 days, but it is obvious why everyone is so excited. The line on RMBS is damn near vertical! I hope you all get rich, and don't get burnt, but here are two other companies I own, doing as well, that don't put your head on a chopping block.

To: LindyBill who wrote (18135)	2/16/2000 2:11:00 PM
From: lurqer	Read Replies (1) \| Respond to of 54805

re. RMBS My association with Rambus began when a close friend consulted for them in the early '90s. Later, before the IPO, I carefully followed their progress in EE times and other industry rags. After the IPO, in '98, I traded the stock until I had removed 1.5 times my entry cost. At that time I decided to leave the remaining position as a long term "less see what happens" bet with "house money". I'm sorry if my post last night left the impression that I considered this a GG play. For me it is much more a Roullete play. It was in that context that I referred to ebnews.com If RMBS drops to zero, I won't be guillotined but more pin pricked. No one should "bet the farm" on this one unless they are prepared to "buy the farm". lurking... lurqer

To: LindyBill who wrote (18135)	2/16/2000 8:30:00 PM
From: unclewest	Respond to of 54805

CREE here are some blurbs from the pru report...this report was faxed to me but not from pru... i do trust my source however 799%. please keep in mind that analysts cannot count production from factories that do not exist yet....cree has 2 major facilities coming on line this year. each is approx 2x bigger than what they started last year with. in addition, they will have 3" crystal growers to replace the 2". i would just like to say that i brought cree here in the 25-30 range last fall...and mentioned replacing light bulbs... i am not tooting...that is not my style or desire...i am trying to simply motivate ya'll to take a little time to check this cree out. unclewest report clips... cree's next killer ap is wireless handset backlighting and keypads. it is becoming clear to us that the global illumination market (mainly incandescent and flourescent light bulbs) are at the early stages of being replaced by LED tech over the next 5-20 years. cree with its dominant position in SiC based blue and therefore white conversion LEDs, is poised to enjoy superior earnings for years to come. we believe cree is the single most effective way to play the tremendous growth in optoelectronics going forward. current cree design wins in production include panasonic and nokia handstes (16 white LEDs). it is evident in our opinion that that the optoelectronic industry (particularly high brightness LEDs) are at the early stages of truly revolutionizing the traditional multi-billion dollar illumination and display markets. two other pure plays are AXTI (strong buy) and EMKR (buy). the current global illumination market is $12 billion. LED advantages are >90% lower power consumption. and 10x the life....LEDs could save the US $20 billion per year. blue light emitting diodes (LEDs) will offer the highest growth going forward as it enables white light. currently there are 200-300 LEDs per car. cars are expected to have around 800 LEDs. downsouth...thanks for NTAP...i owe ya...and i hope you collect. whoops almost forgot...one small detail....cree has said that they expect LEDs to be their least profitable product.

To: LindyBill who wrote (18135)	2/16/2000 9:16:00 PM
From: Mihaela	Respond to of 54805

RE: RAMBUS People, I hate to be a spoil sport, and I really hope you all get rich on Rambus.But remember this: If Intel makes any kind of statement that they are in a hold position of any kind on Rambus, the stock will drop 50% upon opening the next day! We have been there people! Why in God's name do you want to take this kind of risk? I have got 4 or 5 stocks in my portfolio that have gone up 35% or better in the last two weeks. None of them have this type of risk involved. I have read the posts on this Board about Rambus for the last 24 hours, and it sounds like the posts for Qualcomm the last week of December, '99. Sure, it is a great product, and has a great future, but not yet! And if Rambus forges ahead, and you have no problems, don't come to me with "You were wrong, Lindy!" I will not have been wrong, you will just have escaped the Guillotine! LindyBill LindyBill, I believe Intel is architecting their systems so that the processor, memory and I/O can be scaleable to the needs of their computer systems for years to come. They (Intel) take architecture choices very seriously, so that the value-chain can be ready for these changes. A successful 15 year parallel ATA arch. to a serial ATA arch. for the next 10 years is made over many years and re-thought over the development lifecyle. A 133 Mhz bus (Carmel) to a 400Mhz bus (Tehema) is planned well in advance. Problems do/can come up (Camino) for any technology development project. If a major problem comes up, Intel can/will put a project on hold. There is always that big risk. I believe Intel Timna should use RDRAM for performance & cost reasons. Intel now says they will first bring out Timna this fall at 667Mhz with SDRAM instead of RDRAM. This will slow the ramp of RDRAM for low cost appliances & PC's by ~6 months. All this noise (to a LTB&H person) just changes your expectations for growth. Will Intel drop RDRAM on Timna? Here is an article about serial ATA. Chip-to-chip fast I/O will be very important for future needs, just like fast busses and fast memory. The server farm vendor (& Intel) want faster I/O right now, so Intel is busy getting these specifications done. Just discussing this Watch & Wait candidate. Here are snips from the article below: "The parallel storage interface we use today was designed more than 15 years ago and is a potential bottleneck for tomorrow's more powerful computing platform," said Pat Gelsinger, vice president and general manager of Intel's desktop products group. "By working together, this group of industry leaders will ensure that the transition to serial ATA happens as smoothly and as quickly as possible, ultimately resulting in enhanced system performance and flexibility." ... The serial ATA specification is expected to have at least a 10-year life span, reaching a target of 1.5 Gbits/s when devices roll out about a year from now. The specification should be finalized this fall, with additional 2X and 4X serial ATA extensions planned to double and quadruple bandwidth in the future. techweb.com