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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: Valley Girl who wrote (39264)3/10/2000 12:10:00 PM
From: SunSpot  Respond to of 74651
 
I like Tom - he's very independent, which is good. Still, Rambus is also prestige, and Prestige sells... I've met many people who want an AMD Athlon just because they saw the name near "it's cool" in some magazine...

Not everybody read Tom Pabst, unfortunately.



To: Valley Girl who wrote (39264)3/10/2000 12:28:00 PM
From: Daniel Schuh  Read Replies (2) | Respond to of 74651
 
OT: VG, I'm very much in agreement on Rambus, I just can't for the life of me understand why Intel seems to be betting so much on it, when it could be killing on performance with the venerable BX upgraded to PC133, as amply documented by the good Dr. Tom in tomshardware.com . Killing on performance with memory that cost 20% of what PC800 Rambus costs, but Intel is giving its desktop customers "what they want", I guess.

Well, technically speaking I can't understand, but of course there are other issues at work. I was reading some old usenet traffic on this yesterday, and came across this: x24.deja.com . Dean Kent is not some random usenet poster, so I take this somewhat seriously, it's consistent with other stuff I've read. I don't understand the mechanics of the short squeeze, but RMBS sure would be nice to hold over the past months, apparently for technical reasons in the market sense, not the engineering sense.

Cheers, Dan.