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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (98931)	3/18/2000 12:16:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1570548

Re: Is it time to buy Rambus puts? The premiums are way too high... I check Rambus put prices every so often. That Rambus is beyond fully valued seems to be everyone's conclusion. To make any money on a Rambus put that isn't priced so high that most leverage is lost requires a price drop to 25% to 50% of the current price within a fairly short time (depending on the put). It's just so blindingly obvious that this stock is going to tank that everyone has already priced that into the put. Add to that the fact the majority of all Rambus shares have already been borrowed and sold short marketguide.com and it seems to me that that moment hasn't yet come to grab rambus puts. Just one opinion of a very novice option trader. Regards, Dan

To: Scumbria who wrote (98931)	3/18/2000 3:00:00 PM
From: Daniel Schuh	Respond to of 1570548

That is interesting, Scumbria. This makes the architecture a little clearer, it's the SiS-style integration of north bridge+graphics chip. There is no reason in principle why this approach wouldn't work with the Athlon bus just as well as with the P6 bus. In practice, for this particular instance, it's probably unlikely, I assume Intel demanded a little something in return for getting raked over the coals on cost. There does seem to be a granularity problem in getting a 128 bit bus off of 64mb worth of DDR SDRAM, though. 8 chips at 16bits in/out per chip is only 64 mbit/chip, which is maybe about standard density now, not 18 months from now. 4 chips at 32bits/chip is better, but 32 bits is a lot to drive off a conventional SDRAM chip, isn't it? Cheers, Dan.