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

To: Mohamed Saba who wrote (37485)	2/25/2000 12:42:00 AM
From: Jdaasoc	Read Replies (3) \| Respond to of 93625

Mohamed: Conference Call 2 recent landmarks PC main memory introduction Sony PS II introduvtion Major misinformation on PC main memory varied interpretation of Intel's vison at IDF RMBS interpertation is: 1) strong committment by Intel as described in keynote address at IDF and msg is clear is that transition is from SRDRAM to RDRAM. IN 1Q00, 7 M RDRAM chips for PC's; 3 M for Sony PSII 2) performance matters visit Intel developer's web site 3) Willimette's Tehama 870 chipset uses RDRAM only 4) Timna initally with SDRAM with transition to RDRAM in 2001 5) co existant of SDRAM / RDRAM transition speed based around cost 6) Infinion and Hyundai 144 MBit RDRAM just have beem validated 7) DDR only in servers 8) no DDR in desktops 9) mobile will get RDRAM in future 10) rapid transition for workstation to RDRAM 11) niche for DDR in servers; RDRAM for small memoery size servers 12)200MHz max speed for DDR; even at 200 MHz major issues with DDR remain 1yr lead time for RDRAM Q/A patent enforcement Q from Mohr and Davidoff: A no new news lawyers prevent updates That's it, one question VERY DISAPPOINTING; they didn't realize that NYC analyst's weren't going to hang around to 6:30 PM for CC If pullback is going to happen at all, it got to start swiftly at open. Otherwise, it off to races. john

To: Mohamed Saba who wrote (37485)	2/27/2000 9:40:00 AM
From: Mohamed Saba	Read Replies (1) \| Respond to of 93625

Two questions about short positions: 1 - RMBS has some 23 M shares. Some have borrowed about 9 M shares and sold them short. I take that to mean that there are about 32 M shares owned by long's. When Rambus, Inc. sends out proxy notices for voting in the shareholders meeting, I suppose they send proxies to cover only 23 M shares. If Rambus, Inc. decides to pay dividend, they will pay only for 23 M shares. So: who, of the owners of the 32 M shares, doesn't get to vote and doesn't get a dividend? My proxy had the correct number of shares that I owned at the time. 2 - What is the significance of knowing what the short position was some ten or eleven days after the fact? Specially, when we don't know at what prices those shares were shorted? I appreciate the help. Mohamed