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

To: Zeev Hed who wrote (37409)	2/22/2000 10:05:00 PM
From: mishedlo	Read Replies (1) \| Respond to of 93625

Zeev, Can you summarize why they feel that this is a $10 stock? Seems a little low to me. Assuming all else fails and this is a PSII thing only, I bet the stock is worth far more than $10.

To: Zeev Hed who wrote (37409)	2/22/2000 10:53:00 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

Zeev: Forget about Timna with RDRAM. VIA will be making the microprocesor and chipset, Taiwan and China will make the remainder of the parts for the next years $200 PC. In fact, an PC importer called me last week trying to sell me $500 PC 100% assembled in Taiwan based around Intel Celeron microprocessor. Removing Intel technology and US labor content will get us to $200 PC real soon just like $70 microwave oven and $140 color TV. Who remembers Amana, Philco and Sylvania. Guys like Gateway and MicronPC don't stand a chance. ebns.com Via Cyrix III processor aims to take on Intel, AMD By Mark Hachman Electronic Buyers' News (02/22/00, 03:25:40 PM EDT) Via Technologies Inc. today will formally announce its long-awaited Joshua microprocessor, challenging Advanced Micro Devices Inc. and Intel Corp. in the low end of the PC market. Once again, AMD and Intel find themselves on the receiving end of a strategy both have employed to great effect in the past-undercutting their rivals' prices. Via's Joshua chip, branded as the "Via Cyrix III," is priced about $100 less than AMD's K6-2 chip while integrating a greater amount of on-chip cache. Via actually will introduce two new Cyrix III chips, which the company said are "performance rated" at 500 and 533 MHz. Performance rating is a term used by Via's Cyrix subsidiary to assign an artificial clock-speed rating to the chip, based upon the device's expected level of performance. National Semiconductor Corp. will manufacture the Cyrix III family. Both the Via Cyrix III and AMD K6-2 now seem destined for a tangle of price and performance metrics. AMD's K6-2, for example, still runs at a faster top speed. In fact, the Sunnyvale, Calif.-based company recently announced a faster version of its chip family that clocks in at 550 MHz. However, while AMD's low-end processors may boast higher raw clock speeds, the Cyrix III integrates 256 Kbytes of level-2 cache, a performance-enhancing feature found on Intel's Coppermine Pentium III chips but which the K6-2 lacks. Furthermore, the Cyrix III integrates a 133-MHz frontside bus interface that is compatible with Intel's P6 bus, while the Pentium-compatible K6-2 is designed for the older Socket-7 market. Additionally, Cyrix's processors have traditionally been priced somewhat lower than AMD's, noted Dean McCarron, analyst with Mercury Research Inc., Scottsdale. In 1,000-unit lots, the PR500 Cyrix III will ship for $84 and the PR533 version for $99. AMD is asking a whopping $189 for the 550-MHz K6-2, although the company promises immediate availability. Via has not yet disclosed when its chip will be available.