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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: pompsander who wrote (1453)	3/12/2000 2:41:00 AM
From: jhg_in_kc	Read Replies (3) \| Respond to of 2039

THREAD, i propose we discuss, IS RMBS WAY AHEAD OF ITSELF HERE or NOT? i am extremely happy my shares have gone from 89 to 421. I have followed a strategy (tactic, to be more accurate) of selling 1/3 after a fine rise, selling in awe of what I was seeing as too good to be true after a year of the most horrible FUD and bad luck (the two or three slots Intel screw up) Each time I bought back, then sold some again much higher. NOW I WANT TO HOLD, but I am scared! Are you? Are we really going to see 5 dollars a share earnings in 2001. WHAT ARE THE FACTS AS OF TODAY. one HUGE change of course is the product is in the stores and shipping in large quantities. things have happened so fast, what should we FOCUS ON AS THE FUNDAMENTAL TRUTH (in the numbers and the future) TIA JHG a happy RMBS shareholder since NOV 1998.

To: pompsander who wrote (1453)	3/13/2000 8:14:00 AM
From: Dave B	Read Replies (2) \| Respond to of 2039

pomp, Paul Engel speculates that the 6.4 GBps rate might be due to adding additional Rambus channels but 6.4GBps is the rate for RDRAM that Tate said they'd announce this coming Summer (based on doubling the clock speed and doubling the width of a channel, if I remember correctly). So maybe Microsoft didn't say anything specifically about the memory because the technology they're using hasn't been announced officially yet. This would put the Sony PS II a generation behind in memory technology with just 3.2GBps (two current RDRAM channels). Dave